G/L Report Metrics Fields

This section describes the fields and actions on the G/L Report Metrics workspace.

Description Card

Field Description
Description Copy to come.
Access Level Copy to come.

Definition Card

Field Description
Report Select or enter the name or number of the G/L report where the metric's value resides.
Column Description Copy to come.
Line Select or enter the name or number of the G/L report line where the metric value resides.
Column Select or enter the name or number of the G/L report column where the metric value resides.

Report Table

Field Description
Report No. Copy to come.
Report Name Copy to come.
Description Copy to come.
Generated, Date Copy to come.
Generated, Time Copy to come.
Generated by Copy to come.

Report Preview Tab

Field Description
Description Copy to come.
Column 1-14 Copy to come.

Card Part Actions

Button Description
+ New Metric Click this action to add a new metric.
Click this action to refresh data in the current workspace.

Click this action to display the list view.

Click this action to display the detailed view.

Save Click this action button to save changes to the current record. After saving changes, the record status updates accordingly, and the Save action button is disabled until additional changes are made.
Revert Click this action button to undo changes made to the current record, or to any of its lines.
Validate Click this action to validate report metrics.
Delete Click this action to delete report metrics.
Click this icon to export the rows from the current table to a spreadsheet.

Maconomy exports the table, and immediately downloads the resulting spreadsheet to your local drive.

Click this icon to display the filter row on the current table. You can then enter criteria in any of the filter row fields to display only select table rows.
Click this icon to maximize the table view.
Click this icon to open the Customize Columns window.