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The Advanced Layout is an optional feature in the Report Builder Tool that enhances how you organize and present your data.

Key Benefits of this Feature

  • Create sub-groups within your report that can be expanded or collapsed, allowing for a more structured view of your information.
  • Build reports vertically, which helps reduce the number of columns and makes the report easier to read.
  • You can integrate fields from different tables to display related records within the same report. For example, in a Contract Term report, you can include Payment Transaction data as an expandable row to show related information. 

Steps to Add Expandable Sub-Groups to a Report

  1. In a report, open the report setting menu and select the Advanced Layout option.
  1. To create the sub-group, navigate to the second row in the table, and select the desired field from the dropdown. 
  1. If needed, align any Cell Data, Text Wrapping, Cell Size or Field Alignment
  1. Click Finish and click Save in the Report Builder Header to apply your changes. 

How To Video

 

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