Add a section to a report

You use sections to group the date in a report, so the report is more clearly organised. Per group you can add subtotals.

Example:

You have a report with employees. You add a grouping by organisational unit (department), to display the employees per department. If the salary of each employee is in the report, you can also calculate the total salary per department.

When you add a section, you always specify the field you want to group the section by. For this purpose always use fields that have unique values.

Example:

You group a report with outstanding items by debtor. By coincidence, the report includes two debtors with the same name, Car Electronics. One debtor's code is 11020, the other one's code is 14900.

If you compress the report based on the debtor name, Profit will treat the outstanding items of these two debtors as one group. After all, the name of the two debtors is identical.

If you compress the report based on the debtor code, Profit will group the outstanding items per debtor. Debtor codes are always unique, as this is enforced by Profit.

To add a section to a report:

1. Open the report layout.
2. Go to: Report / Group or click on .

   To sort the detail section, add the Manager and Name fields to the Sorting detail data box.

3. Click on: Add below the Current groups box.
4. Select the field.

   

5. Click on: OK.
6. If applicable, add additional groups.
7. Click on: OK.

   Profit displays the new grouping.

   

8. Use the arrow keys (bottom right) to put the groups in the correct order.
9. Click on: OK.

   For each group, Profit adds an empty section with its own header and footer to the report.

   

10. Position fields in the new headers and footers.

To display or hide sections:

If you right-click on a section, the following menu appears: