Displaying IC Transaction Report Columns

You can select the items to display in the report columns, and the order in which you would like to see them. You can sort the columns by ascending or descending order, or select no sorting. If you select the Totals option, a subtotal is displayed for the amounts in the column.

You can select whether to repeat the information in every row. For example, if you select the Repeat option for the entity label, the system displays the entity label for all of the selected transactions for that entity. If you do not select the Repeat option, the system displays the entity label for the first transaction but not the labels for subsequent transactions with the same label.

Table 10-9 Entity Column with Repeat Option Selected

Entity Partner Account

A

B

ICRec1

A

B

ICRec2

A

B

ICPay1

B

C

ICRec1

B

D

ICRec2

Table 10-10 Entity Column without Repeat Option Selected

Entity Partner Account

A

B

ICRec1

A

B

ICRec2

A

B

ICPay1

B

C

ICRec1

B

D

ICRec2

To display IC transaction report columns:

  1. Open or create a new report.
  2. From Display Options, select View, then Columns, and select the columns, or select Show All.

    Tip:

    To reorder columns, or show or hide them, click Manage Columns and select the columns, then click OK.

  3. Optional: Select a column and set these options:
    • To sort the column, select Ascending, Descending, or select Actions, and then Ascending or Descending.

    • To select no sorting, with the column selected and set to Ascending or Descending, click either Ascending or Descending to display No Sort.

    • To repeat the information in every row, click Repeat, or select Actions, and then Repeat.

    • To display the subtotal for the amounts, click Totals, or select Actions, and then Totals.