Reporting

How to rename the detail by Column Headers?
Hi, As seen in the image below we have a data view with a column that is detailed by year. What is happening is that because we are using detail by Year in the second column, "Prior Year Of 2023", The problem is that, that column is looking at 2022 data. So we need to remove the 2023 out of that column. How can we do this?
New Board solution: Group Consolidation & Reporting
We are excited to officially launch Board Group Consolidation and Reporting (GCR), our new financial consolidation solution. GCR is a comprehensive and future-proof solution, built to meet the continuously changing challenges faced in the office of finance. Some aspects of the new solution: 1. Unified planning &…
Production / Exporting of Financial Reports
We are in the process of implementing Board and are running into roadblocks on the financial reporting side. We are trying to shift all of our Accounting Financial Reporting into Board and want several basic items in Board. Has anyone been successful in this? (1) Basic Report Headers exported with the report vs. the…
How to Format a Report and Create Entity Members
1. Abstract Financial statements often require indentation of account names, and special formatting of account names, values, column headers, totals & subtotals. Such formats may include highlighting, bordering, adding prefix/suffix, number formatting, and more. The dataview object can be fully customized leveraging…
Is there a way to have rows with no data not displayed in a drill down screen?
When drilling down through data on a report, I would like to be able to make it more concise by not having rows with no data be hidden. The below highlighted rows are examples of what I'd like to not be shown.
The Use of Tab Container
1. Abstract As soon as developers face screen creation, in particular, if we are talking about reports or BI Dashboards, where usually a lot of different data has to be shown, they need to use carefully the layouts to avoid any screen object overflow and, consequently, less impactful data meaning. 2. Context In the…
Use of Number Scaling
1. Abstract A common requirement when displaying data, particularly financial data, is to use scaling – whether that’s displaying numbers in thousands, millions or whatever makes sense in order to make the displayed data more easily readable. 2. Context There are multiple ways in which scaling can be introduced when…

How to rename the detail by Column Headers?
Hi, As seen in the image below we have a data view with a column that is detailed by year. What is happening is that because we are using detail by Year in the second column, "Prior Year Of 2023", The problem is that, that column is looking at 2022 data. So we need to remove the 2023 out of that column. How can we do this?
New Board solution: Group Consolidation & Reporting
We are excited to officially launch Board Group Consolidation and Reporting (GCR), our new financial consolidation solution. GCR is a comprehensive and future-proof solution, built to meet the continuously changing challenges faced in the office of finance. Some aspects of the new solution: 1. Unified planning &…
Production / Exporting of Financial Reports
We are in the process of implementing Board and are running into roadblocks on the financial reporting side. We are trying to shift all of our Accounting Financial Reporting into Board and want several basic items in Board. Has anyone been successful in this? (1) Basic Report Headers exported with the report vs. the…
How to Format a Report and Create Entity Members
1. Abstract Financial statements often require indentation of account names, and special formatting of account names, values, column headers, totals & subtotals. Such formats may include highlighting, bordering, adding prefix/suffix, number formatting, and more. The dataview object can be fully customized leveraging…
Is there a way to have rows with no data not displayed in a drill down screen?
When drilling down through data on a report, I would like to be able to make it more concise by not having rows with no data be hidden. The below highlighted rows are examples of what I'd like to not be shown.
The Use of Tab Container
1. Abstract As soon as developers face screen creation, in particular, if we are talking about reports or BI Dashboards, where usually a lot of different data has to be shown, they need to use carefully the layouts to avoid any screen object overflow and, consequently, less impactful data meaning. 2. Context In the…
Use of Number Scaling
1. Abstract A common requirement when displaying data, particularly financial data, is to use scaling – whether that’s displaying numbers in thousands, millions or whatever makes sense in order to make the displayed data more easily readable. 2. Context There are multiple ways in which scaling can be introduced when…

Reporting

Discussion List