Which part of the column do you want to use for totals and page breaks?
Connect can print titles, print totals, and insert page breaks based on the entire field, a portion of the field, or a number of characters in a field value.
Entire Field
When you use the entire field, Connect will use the contents of the entire field to determine when it's time to begin a new section. For example, you can use the month to separate receipts in the report.
03/08/2015
1.003578 03/08/2015 Cash
1.003579 06/08/2015 Check
1.003580 03/08/2015 Cash
03/15/2015
1.003647 03/15/2015 Cash
1.003648 03/15/2015 Check
1.019448 03/15/2015 Check
3/23/2015
1.003712 03/23/2015 Check
1.003713 03/23/2015 Check
1.019694 03/23/2015 Cash
4/1/2015
5.00001 04/01/2015
5.00002 04/01/2015
5.00003 04/01/2015
Character Range
When you use the character range, you can select a character or a group of characters in the text to break the data into separate sections.
Annette Spencer
<insert transactions created by Annette Spencer>
Sharon Morris
<insert transactions created by Sharon Morris>
Characters
You can select a character or group of characters in a value to report data. When the character or group changes to a new value, the report will start a new information block.
Ann Singer
<insert transactions created by Ann Singer>
Annette Spencer
<insert transactions created by Annette Spencer>
Shayla Mann
<insert transactions created by Shayla Mann>
Sharon Morris
<insert transactions created by Sharon Morris>
Dates
When the column stores a date, you can organize the data by day, hour, minute, month, second, and year.
03/08/2015
1.003578 03/08/2015 Cash
1.003579 06/08/2015 Check
1.003580 03/08/2015 Cash
03/15/2015
1.003647 03/15/2015 Cash
1.003648 03/15/2015 Check
1.019448 03/15/2015 Check
3/23/2015
1.003712 03/23/2015 Check
1.003713 03/23/2015 Check
1.019694 03/23/2015 Cash
4/1/2015
5.00001 04/01/2015
5.00002 04/01/2015
5.00003 04/01/2015
Digits
You can select a digit or group of digits in a value to break the data into reporting sections. This example shows you what happens when the report order uses the first 3 digits as the comparison value. When the digits that occupy the first slots in the value change, the report prints the next set of three digits followed by all of the transactions that match those three digits.
1.00
1.003578 03/08/2015 Cash
1.003579 06/08/2015 Check
1.003580 03/08/2015 Cash
1.003647 03/15/2015 Cash
1.003648 03/15/2015 Check
1.003712 03/23/2015 Check
1.003713 03/23/2015 Check
1.01
1.019448 03/15/2015 Check
1.019694 03/23/2015 Cash
5.00
5.00001 04/01/2015
5.00002 04/01/2015
5.00003 04/01/2015
Using the "Use" column
1. Open the report.
2. Find the section titled Report Order.
3. Find the column that you want to use to organize the data in the reporting section.
4. Click to select the column.
5. Click to select Edit the Use Value for This Order.
Edit the Use Value for This Order button
The Use form displays.
6. Use the Use menu to select an option.
Use dialog box
Remember, these options are specific to columns that store dates. The options will change based on the type of data in the field. .
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