Please enable JavaScript to view this site.

thankQ Help

Navigation: CUSTOM REPORTING > TQ Reporter

Practice – Financial Year External Ref Type Amounts

Scroll Prev Top Next More

Create the same report as above except rather than use the Date fields for a Calendar Year use the Campaign Year field so the report shows Financial Year data.

1.Select the following fields from View_BatchDetailContactAndArchive table

TQ3REP~1_img114

2.When in XtraReport add a Page Header Band for the Report Heading

3.Change the Page Settings to print Landscape for XtraReport and Paper Kind to A3

4.Add a Label and enter the Name and format accordingly

5.Insert a Group Header Band and add a Pivot Grid to the GroupHeader

6.Click the Smart Tag and attach the Data Source

7.Click Run Designer

8.Retrieve the Fields for use in the Layout

9.Go to Printing and change the font to Arial

10.Go back to Main and select Layout

11.Drag the fields to their appropriate locations

TQ3REP~1_img115

12.Click Apply and Exit

13.Create Parameters for the year so these can be selected at time of reporting

TQ3REP~1_img116

14.Bind the parameters to Filters

TQ3REP~1_img117

15.Click Print Preview to view the report

TQ3REP~1_img118