Balance Sheet Columns & Groups Tab

Use the Columns & Groups tab to select or clear columns, change column sequence, provide new column labels, set column widths, or select number and date formats. If you select a user-defined column for this report, the report does not display subtotals for that column.

Account Type Labels

Vantagepoint provides default labels for the types of accounts (assets, revenue, reimbursable expenses, and so on) that are included on the report. Use this section to specify different labels. In addition to specifying labels, you can use the following fields to set up the appearance of the labels:

Field	Description
Assets	Specify the label that you want to use for Asset accounts.
Liability	Specify the label that you want to use for Liability accounts.
Net Worth	Specify the label that you want to use for Net Worth accounts.
Box Type	Select one of the following label box types: None, Line, or Inside Frame Border.
Color	Select the background color of the label box. This color is used when you display the report on your screen or print it on a color printer.
Align	Specify how text will be aligned in the boxes: Left, Center, or Right.

Grouping and Sorting

Use options in this section to sort and group data on a report, to make it easier to locate and review report data. You can select multiple sorting and grouping criteria for a single report. The sequence in which you arrange the selected criteria determines which sort is applied first.

For example, you can sort and group the Project Summary report first by project manager and then by project number for each project manager. You can also print subtotals for each group.

If your firm uses custom date fields, you can sort and group by those custom fields. In addition, user-defined fields from the project are available as groups.

Field	Description
Group By	This column lists the criteria by which you can group or sort data on the current report.
Label	Use this column to enter the label for the group that displays on the report. You can change the default label.
Sort In	In this column, specify whether the data is sorted in ascending or descending order. Click the Sort In column and then select one of the following settings: Ascending: Sort the data in ascending numerical order (for example, 00001.00, 00002.00, 97001.00, 98001.00), chronological date order, or alphabetical order (from A to Z). Descending: Sort the data in descending numerical order (for example, 98001.00, 97001.00, 00002.00, 00001.00), chronological date order, or alphabetical order (from Z to A).
Color	Select the color of the sort band for each sorting level. Click in this column for a sort criterion to display the color palette, which you can use in one of the following ways: If you know the HEX color code that you want to apply to the sorting level, enter the value in the field. Vantagepoint displays both the color and the associated HEX code in the field. Click in the field to display the HEX color palette, which shows a mosaic of all the available colors, and then click the color value that you want to apply to the sorting level. Vantagepoint displays both the color and the associated HEX code in the field.
Subtotal	Use this toggle to turn on ( ) or off () the subtotal for the grouping. When subtotals are turned on, Vantagepoint totals the amounts for this group. The total is shown either in the header line, if you selected the Show Totals on Header check box in the Other Options section, or as a footer. If you exclude the header and subtotal, Vantagepoint sorts data, rather than grouping data, on the report. If Subtotal is turned on and the Hide Single Line Totals check box is selected in the Group Options section, totals do not display for groups that contain only one detail line.
Heading	Use this toggle to include () or exclude () the label for the criterion on the report. If the heading is not displayed, then the report is simply sorted and not grouped by this field.
Page Heading	Use this toggle to turn on () or off () the page heading. When this option is on, the sorting group headings repeat on subsequent pages when data for the group spans more than one page.
Collapse/Expand	You can set up group levels so that you can collapse and expand the groups at that level to display or hide the sub-groups and detail rows when you preview the report. If you print the report from the Preview window, the groups are expanded or collapsed just as they are on the Preview window. For the sorting and grouping criterion, select one of the following: Disabled: This default option disables all data for the group. You cannot collapse or expand the report. Collapsed: Select this option to collapse the group to show or hide sub-groups and detail rows. All groups at this grouping level are collapsed when you first display the report in the Preview window. Expanded: Select this option to collapse the group to show or hide sub-groups and detail rows. All groups at this grouping level are expanded when you first display the report in the Preview window. If you search for text in a previewed report, the search only finds the target text if it is visible when you do the search. It does not find data that is hidden in collapsed groups.
Line Separator	Select the type of line to print between sort groups on the report. When you preview the report, dotted lines display as lines of short dashes. However, when you print the report, they are dotted lines.
Page Break	Use this toggle to turn on () or off () page breaks. Move the toggle to the on position if you want a new report page each time that the sort value changes. Vantagepoint repeats the sorting group headings on subsequent pages when data for the group spans more than one page. For example, if you select Office as a sort criterion, you have three offices, and you select Page Break for the office sort criterion, Vantagepoint begins printing the information for each office at the top of a new page.
Reorder Row	To reorder groups, click at the beginning of a row and drag the row to a different place on the grid.
Delete	To delete a row from the grid, click at the end of the row.
+ Manage Grouping	Click this link to display the Select Groupings dialog box, which you use to find and select the grouping options that you want to include on the report.

Columns

Use the Columns section to add, sort, or delete columns that you want to include in the report. The columns that are available for this grid can include standard fields, user-defined fields, grid columns and user-defined calculations that can vary based on the type of report you selected. Many reports can only include information from one grid. To change the available grid columns, use the Grid Type option in the Grouping and Sorting section.

See Columns for Balance Sheet Report for a detailed list of the columns that are available for this report.

Field	Description
Name	This grid column displays the column name. The column name is not the column heading for the report. Heading (described below) displays the default column heading.
Heading	Enter the heading that is displayed on the report for the column. If you enter a heading that is longer than the space for the heading, you might need to adjust the column width in Width. Headings automatically wrap to 2 lines if they do not fit in the width of the column.
Period Start Date	This column displays the first day of the accounting period during which the posting was made.
Period End Date	This column displays the last day of the accounting period during which the posting was made.
Width	Enter the width of the column in either inches or millimeters based on which one you selected in the Unit of Measure field on the Layout tab. If you select inches, enter fractions using decimals (for example 1.00, 1.5, and so on). By default, Vantagepoint provides column widths suitable for the default heading text in Heading. If you enter a longer heading, you can adjust the column width.
Format	For date, currency, number columns, and memo columns, this field displays the format in which the report presents the column value. To change the format, click in the Format column and select the format that you want to change.
Alignment	Specify how you want the data aligned in the column: left justified, centered, or right justified.
Type	This grid column displays the type of column: Standard: Standard Vantagepoint columns are the predefined columns provided with the application. User Defined: User-defined columns are those that you specify. Calculated: Calculated field columns are created in Calculated Fields Settings (Settings > General > Calculated Fields).
Reorder Row	To reorder groups, click at the beginning of a row and drag the row to a different place on the grid.
Delete	To delete a row from the grid, click at the end of the row.
+ Manage Columns	Click this link to open the Select Columns dialog box to add or remove columns from the grid. See the Select Columns dialog box help topic for detailed information.
+ New Calculation	Click this link to open the Calculated Fields dialog box to create a new calculated field for the report. See the Calculated Fields dialog box help topic for detailed information.

Group Options

Field	Description
Indent First Column	To indent the first column on the report, enter the size of the indent in this field. Use the corresponding Unit of Measure option on the Layout tab to specify inches or millimeters as the unit of measure for the indent.
Indent for Each Group	To indent each group on the report, enter the size of the indent in this field. Use the corresponding Unit of Measure option on the Layout tab to specify inches or millimeters as the unit of measure for the indent.
Hide Document Map	A document map is an outline of the structure of a report, based on the sorting and grouping criteria that you set up for the report. A document map contains a link for each sorting and grouping value. This option is selected by default, which hides the document map (outline) from the report. To show the document map on the report, clear the check box. If you export the report to Excel, this option controls whether or not the outline is also exported.