Formatting Tools
The reports can be altered based on your requirements using our formatting tools.
To access formatting tools, click the settings button.
Click on the respective buttons to enable the particular settings. You can enable multiple settings at a time. These are the formatting tools and their functions :
Show Grand Total
Show Subtotal
When the subtotal is enabled, the report will give the total of a group of values. The grouping is based on the first column from the left and its common inputs.
Go to report settings and enable the subtotal
Here are a few examples of subtotal:
✔️ Subtotal by Order
Having the 'Order' in the first column is essential for Sub-total to work.
✔️ Subtotal by Order Date 📆
Similarly, having the order date in the first column is a necessary requirement for the Sub-total feature to work. Learn how to re-arrange fields by clicking here.
Show Grand total on top
Enabling this option shows the 'Grand Total' on the first row below the fields.
Note: For this option to work, you must enable "Show Grand Total".
One-line Summary
When One-line Summary is enabled, all data contained in the first column from the left will be grouped into its common inputs.
Here are a few examples,
✔️ One-line Summary by Order Date
Having the order date in the first column is a necessary requirement for the Sub-total feature to work. Learn how to re-arrange fields by clicking here.
✔️ One-line summary by Product Title
Similarly, having the 'Product Title' in the first column is essential for 'Wrap Primary Records' to work.
Show Detailed Report
When this is enabled, the report will display detailed records by an individual transaction.
As you can see above, that in a normal report, the transactions are summarized under the respective order dates. But in a detailed report, each transaction is shown in a distinct row along with the exact time of the order.
Report Name for PDF Header
When you export the report as PDF, the report name appears on the top as the Header as shown below. This option is enabled by default.
Select Currency Format
Choose from the available currency to add symbols to the numerical field that includes values of money.
Note: This is not a currency conversion tool. It is to be used only to add symbols to the reports.
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