How to Create a Report with Cross Tabs

The Advanced Options Cross Tab option allows you to create a summary table of data using cross tabulation.  In this example, the report will summarize the total month actuals for each Fund/Orgn/Acct in each fiscal period and present it in a data grid.

To Create a report using Cross Tabs

The report must have been created with Cross Tab enabled.

  1. Go to the Reporting Page for the report you wish to use.  Select Advanced Options.

  2. Using the Cross Tab header, select the following:

 

  1. Select the field that you wish to use as a column heading for the tabulation from the Create Column Headings From drop down List

  2. Select the data that you want to tabulate from the Populate With drop down list

  3. Select the calculation required from the Calculate as drop down list

  4. Select the desired column formatting (e.g. Currency, 2 Decimals, $)

  5. Select the desired column alignment (e.g. Left, Right, Centre)

  6. Select the desired column default width (e.g. 75)

  7. In the Grid display, check off each column name that you wish to display (up to 3 columns)

  8.  You can also assign a Column Sort Order in the drop-down area above the Grid Options

  1. Click on Execute Report.

 

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