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Report Designer Tree View

  • August 3, 2023
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Does anyone know how to add or modify the tree view on the in reports that are made with report designer? Several reports in 2023 R1 all reports have this function, but I can’t tell where they are coming from in report designer.

Thanks

Best answer by Laura03

Hi,

In Financial Reports like Balance Sheet, Income Statement, the Groups come from the Unit Set.

In Not Financial reports like AR Balance by Customer, the Groups come from Groups collection in the Report Designer.

 

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darylbowman
Captain II
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Could you provide a screenshot of what you are describing?

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  • Jr Varsity II
  • August 3, 2023

Thank you for answering. Please look at the attachment

 

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Laura03
Captain II
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  • Captain II
  • Answer
  • August 3, 2023

Hi,

In Financial Reports like Balance Sheet, Income Statement, the Groups come from the Unit Set.

In Not Financial reports like AR Balance by Customer, the Groups come from Groups collection in the Report Designer.

 

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  • Author
  • Jr Varsity II
  • August 3, 2023

Ok. Thank you for that information. That helps a lot.

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