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Opportunity Summary column formatting

  • 23 August 2022
  • 2 replies
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B
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Good morning!

Can the columns in an Opportunity Summary be rearranged?

If so, please advise how.  Thanks.

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Best answer by Laura02 23 August 2022, 14:24

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Laura02
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Hello,

Are you asking about the Opportunity Summary Report?  I think the answer is Yes.

This looks like a Pivot Table. To change Pivot Tables in Acumatica, click Customize. You will need to be in the Customizer role, in order to see the Customize Menu as shown.

For more help,

Here is a link to an Acumatica Open University class that includes Pivot Tables as a topic.

https://openuni.acumatica.com/courses/reporting/s130-inquiries-reports-and-dashboards/

Laura ~ Klear Systems, Inc. Irvine, CA. ~ Please remember to "Mark Best Answer" to help those who are facing the same problem.~
Kandy Beatty
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HI @bhyland 

There are 2 ways to change the layout. 

  1. You can drag and drop the column that you want to move by clicking on the column header and dragging it to where you want. 
  2. You can click on the column configurator and move the columns from Available Columns to Selected Columns by using the arrows to either add or remove them and then hit ok. 

     

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.

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