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Adding Gross & Net Totals in Cost Report Templates

 

This article covers the process of adding Gross and Net totals to Cost Report Templates in Eclipse as requested by some users.

  1. In the Eclipse interface, under Control Table, select Report Layout Manager.

  2. Select the report that needs to be edited under GL Financial Reports.

  3. Select Copy Layout and rename it as close to the original name but with the addition of Gross at the end to differentiate it from the original.

  4. Select the newly named layout and click on Change.

  5. From the popup menu, select Layout Designer located at the bottom right.

  6. In the Layout Designer interface, double click on Other.SequenceSubTotal found on the table image.

  7. Click on the drop-down menu and select an empty line (line 4 by default).

  8. From the popup menu, select Group Footer, click on the drop-down menu and select line 3 and click OK.

  9. Change the name of line 3 to Sequence Total by click on it on drop-down menu and overwriting it.

  10. Do the same for line 4 and rename it to Gross Total instead.

  11. Under Gross Total, double click the line OTHER.SequenceSubTotal and rename it to OTHER.SubTotalDesc in the text box below.

  12. Do the same for the lines below OTHER.SubTotalDesc, changing it from Fstr$(@Seqxxx to Fstr$(@Subxxx for all of them.

  13. Go back to OTHER.SubTotalDesc and change the font size by clicking on the “+” icon next to font and change the font size from 7 to 9.

  14. Click on Options and ensure all fields are unticked and click OK.

  15. Under Change Cond., enter OTHER.Subtotal in the textbox.

  16. Under Appearance Cond., enter OTHER.Subtotal = 'Y' in the textbox.

  17. Doubleclick on REPORT TOTAL in the table and rename it to NET TOTAL.

  18. Following step 13, change the font size for NET TOTAL to size 9.

  19. Click save and exit the window.

  20. Go back to General Ledger > Financial Reports.

  21. Select the new report layout that was just created from the drop-down menu.

  22. Select Summary Report and click save.

  23. Finally, click ok to run the report.