Bank Reconciliation > 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.
Bank Reconciliation allows you to group report data on many different fields to see a breakdown by category.
In Figure 1 (below), Report Creator is showing the Unmatched items (period sensitive) report, and the data is grouped first by origin (Bank or G/L) and then by Period. This means that all the records are put into two groups, Bank or G/L. Next, still inside the respective groups, each of the records is ordered by Period.
 Figure 1 - Unmatched items (period sensitive) |
To create or remove a grouping:
Creating or removing a grouping is as easy as dragging the column heading to the grey bar (to group) or drag it back to the grid (to ungroup).
In the movie below, you can see the process of changing the grouping from Origin and Period to Date. First Period and Origin will be dragged to the Grid, then Date will be dragged to the gray box.
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