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Pivot Report Overview

All summary reports are automatically configured as pivot tables. What this means is that with a simple click and drag it is possible to move the data to anywhere on the report.

Filter field area is the first area on top.  It contains a number of fields.  Each field has a drop down button to bring up a check box list.  You can check or uncheck them to include or exclude the value.  You will see the change automatically in the pivot when making the changes.


Data field area is the one right below Filter field area.  It lists what fields are used as data fields.


Row field area is the one above the row header table.  Column field area is the one above the column header table.  They list what fields are used as row and column fields respectively.


There are actually three sub-tables in the body part of pivot table.  The row header area contains the row header table.  The column header area contains the column header table.  The middle is the data table.  The two scroll bars will synchronize those tables as if they are one table.

As last, field chooser area.  All fields that are not in filter field area, row header area, column header area or data field area are in this area.  You can use this area to add the fields to the four other areas.


A perfect example is to start with the Profit and Loss by Job report which can be wide and cumbersome in QuickBooks alone.

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With XpandedReports, drag the Customer:Job as the row; the account type as the columns and the result is a more manageable report.

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