Edit Mode for Reports

When you view a report, ATX displays the report in Edit Mode by default. The Edit Mode allows you to edit an existing report and edit your Print Setup.

Edit Mode for Reports

Edit Mode Toolbar

Toolbar Button	Description
	Column Options : Gives you the option to add and/or remove columns, create new columns, select which columns should be shown, etc.
	Sorting Options: Gives you the option to set up how the report is sorted.
	Grouping Options: Gives you the option to set up how the report is grouped.
	Filtering Options: Gives you the option to set up how the report is filtered.

Column Options

Column Options

The Show these types of fields drop-down menu allows you to select the type of fields you wish to choose from for your report. The default is ALL, but you have the option to select Common, General Asset Info, Depreciation and Section 179, Auto/Listed, and Dispositions and Bulk Dispositions.

After selecting the type of fields, do the following:

1. Select each column and use the arrow keys located in the middle of the dialog to move the desired columns to the Selected Columns pane.

To create a custom field, click the Create Custom Field button. See the Create Custom Calculation section for more information.

2. To change the position in which a column appears, highlight the column in the Selected Columns pane, and click the arrow located on the right of the dialog to move the column up or down to the desired position in the report.
3. To edit an existing custom calculation, click the Edit button for the custom calculation.
4. Select the check box in the Calculate Column Total to have the report calculate the total for that column.
5. The print width of the report depends on whether you have the Paper Orientation set to Landscape or Portrait. The progress bar will indicate how much space is remaining. If needed, you can change the font size of the report.

The Show check box is selected by default when creating a custom report. If for some reason you do not want the column to show in the report you can deselect the check box.

Sorting Options

You have the option to set up how the report is sorted. You are able to set the column name and whether you want the column to sort ascending or descending. The buttons on the right side of the dialog allow you to add, delete and set the sort type.

To create a custom sort for your report, click under each column heading to display the drop-down list and make your selections. When you are finished, click Save.

Sort Options dialog box

Button	Description
	Moves the selected row up in the list.
	Moves the selected row down in the list.
	Adds an additional row for sorting your information.
	Removes the selected row.
	Changes the Sort Type column to sort in ascending order for the selected row.
	Changes the Sort Type column to sort in descending order for the selected row.

Grouping Options

Allows you to group items together by column name. The buttons on the right side of the dialog allow you to add and/or delete the grouping.

To create a custom group for your report, click under Column Name to display the drop-down list and make your selection. When you are finished, click Save.

Grouping Options dialog box

Button	Description
	Moves the selected row up in the list.
	Moves the selected row down in the list.
	Adds an additional row.
	Removes the selected row.

Filtering Options

Allows you to filter columns by adding conditional filters. You need to select the condition, column name, operation and enter a value if necessary. The buttons on the right side of the dialog allow you to add and/or delete the filtering.

To create a custom filter for your report, click under each column heading to display the drop-down list and make your selections. When you are finished, click Save.

Filtering Options dialog box

Button	Description
	Moves the selected row up in the list.
	Moves the selected row down in the list.
	Adds an additional row.
	Removes the selected row.

Print Setup

Allows you change the paper orientation or font size for the report.

 

See Also:

Reports Overview

Preview Mode for Reports

Custom Reports