How to: |
The Financial Report Painter is a feature of Report Painter, from which it is accessed. You start a report in Report Painter and complete it in the Financial Report Painter. Report Painter retains control over report-wide and column-oriented properties of the report, while the Financial Report Painter controls the row-oriented properties. However, you can access key Report Painter dialog boxes (particularly the Report Options and Field Properties dialog boxes) directly from the Financial Report Painter, making it easy to control many report and column-based properties without switching tools.
In Report Painter:
You can include vertical (BY) and/or horizontal (Across) sort fields, however, these fields are not required. They are frequently omitted from financial reports where sorting is controlled by the placement of FOR field values in the matrix. Nevertheless, you can include both BY phrases and Across phrases in the request.
The Financial Report Painter Design matrix opens.
Tip: If you want to return to Report Painter, click the Report tab below the matrix or choose Show Report Painter from the View menu.
To reopen the Financial Report Painter from Report Painter, click the Matrix tab.
In this example, an Income Statement is open in Report Painter. A heading is defined and the report columns are specified. Ledger Account is designated as the FOR field and the For button is selected on the Report Painter Columns toolbar.
The next step is to click the Matrix tab below the Report Painter window to open the report in the Financial Report Painter. For an illustration, see Designing Your Financial Report.
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