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The tables also allow you to export the rows to a .csv file. The .csv file can then be loaded into a spreadsheet for further processing, printing, etc.

You can combine sorting, categorisation and searching to perform complex operations. As an example, using the Aged trial balance; you could say search were the total is greater than 1,000.00, then categorise by group, then sort descending by total. At any stage you can click ‘Clear’, which will reset the…

Click on ‘search’ to invoke the search system. A search field will then appear below the heading of each column. You use this field to enter search criteria, and the click search again, which will return rows matching the search. The icon to the right hand side of the search…

Enhance your reporting by using Some columns also have the option of categorizing the column. Categorizing will ‘group’ all like items in the column, and total any numeric fields in the other columns. These grouped rows also have a count of the number of items in the group. For example,…

Each table has a default sort order, shown by the ‘up’ or ‘down’ icon next to the column heading. You can change the default sort order by clicking on a column heading to sort the rows by that column, either ascending or descending.

Tables are used throughout the system to display rows of data. The tables have powerful built in functions; of sorting, searching and categorizing. Refer to the following Table knowledge articles.