Maconomy Information Center

Edit a Saved Report

You can access any of your saved reports, and edit it as needed.

To edit a saved report:

  1. Go the report workspace you want to use.
  2. In the search filter at the top of the workspace, select My Reports.
  3. In the search field, type the name of the saved report you need and select it from the dropdown.
  4. To add columns:
    1. Go to the Column Selection pane.
    2. Click + Add column or the + icon on a specific column line.
      The Select Columns dialog displays.
    3. You can use the filter and/or the search field at the top of the Select Columns dialog to quickly find each column you want to add to your report. Otherwise, expand the column groups to find the columns you need.
    4. Click a column name to select it; you can select several at once.
    5. Click Ok.
      Maconomy displays your updated set of columns in the Column Selection pane and displays them in the Preview pane as well.
  5. To delete a column, click the trash can icon on the column line.
  6. To change the column sequence, click the icon on a column line and drag the column to its new position.
    Enter the result of your step here (optional).
  7. If you want your report to include subtotals for specific columns, select the Subtotal check box on the relevant column lines.
  8. If you want to rename any of your selected columns, just enter a name in the Column Title field.
    All changes you make are automatically and immediately reflected in the Preview pane as well.
  9. If you want to include only selected rows in your report, you can apply filters on certain columns.
    1. Go to the Row Selection pane.
    2. Click + Add row.
      The Select Columns dialog displays.
    3. Again, you can use the filter and/or the search field or expand the column groups to find the column you need.
    4. Click a column name to select it.
    5. Click Ok.
    6. On the column line, specify the restrictions you want to apply for that column. Use the fields for selecting operators and specifying filter values to do this.
    7. Click Save.
    8. Repeat these steps for each column to which you want to apply a filter.
  10. Click Save.