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External Ref Type by Calendar Year

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Pivot Grids are exceptionally good when you want multi column spreadsheets.

The following example is where we want to display the Exernal Ref Type (e.g. Donations, Events, Grants, Merchandise etc) in columns rather than rows.

1.Click Report | Report Designer under User Defined Reports

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2.Click OK to Yes – Create New Report

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3.Click the drop down on the New Report button and select New Report

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4.Click Run Query Builder on the Report Wizard window

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5.Locate and double click on View_BatchDetailContactAndArchive

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6.Tick the following fields to use on the report

Serial Number

Date of Payment

Payment Amount

External Ref Type

7.Enter Alias Names

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8.Tick the Group By tick boxes and Sum the Amount

9.Click OK

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10.Click Next

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11.Click Finish

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12.Right click on the report and select Insert Band

13.Select Group Header

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14.Drag the Pivot Grid to Group Header

15.Grab the bottom line of the Group Header and drag up to remove space

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16.Right click in the XtraReport window and select Insert Band

17.Select PageHeader

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18.Drag Label from the Tool Box into the Page Header band

19.Position and enlarge as required

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20.Double click into the label field and enter the name for the report

21.Grab the horizontal line at the bottom of the Page Header and move up

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22.Change the Font and Size using the Property Grid

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23.Click on XtraReport in the Report Explorer window

24.Scroll down and locate Page Settings and change to Landscape

25.Change the Paper Kind to A3

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26.Click the smart tag top right of the grid

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27.Click the drop down beside Data Source and select sqlDataSource1

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28.Click Run Designer

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