Creating Reports

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ACH Universal > Reports > Standard Reporting > Creating Reports

Grouping Data

 

Reports are only useful if they can be interpreted quickly and accurately. It is both cumbersome and error-prone to be forced to scroll through tens or hundreds of records looking for certain ones.

 

ACH Universal allows you to group report data on many different fields to see a breakdown by category.

 

In Figure 1 (below), Report Creator is displaying the All Records report.

 

Figure 1 - All records report grouped by date
Figure 1 - All records report grouped by date

 

In this case, the records are grouped by Date.  To create a grouping, drag the header into the gray bar.  It is possible to create multiple groupings.  For example, to group by company name inside the date grouping, drag the Name_Internal header onto the gray bar.  To ungroup, drag the header from the bar to a position in the header row.

 

 

 


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