Condense Data for Export from List Windows

The Combine with Previous Group checkbox allows you to condense the files exported from the grid. IF you are grouping the list by two columns AND you check the Comb. w/Prev Group box, the two column names will be displayed on the same row in the export file — Excel or PDF — followed by the detail lines included in the grouping.

  1. Click the Display Settings button in the upper right-hand toolbar. The Table Display Settings window opens.

  2. Check the box(es) to select the column(s) you want to combine with the previous column.

  3. Click Save to save the settings and return to the list window.

  4. Export the data displayed in the list window. Click here for instructions on exporting records — also known as grid reports

Example

If you set up the Table Display Settings as illustrated below, the Type and Calculation names will be displayed on the same line, followed by the items that have the same type & calculation method. Example export file

 

 

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