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Adding Account Sums

Follow the steps below to add an account sum into a user report. Include the "Assignment" Data Source in the User Report Type Add the <Account Sum> Data Field Select an Account Sum Include the

Updated over 2 weeks ago

Follow the steps below to add an account sum into a user report.

Include the "Assignment" Data Source in the User Report Type

The corresponding user report type of a user report should first include the "Assignment" data source.

User reports types which include the "Assignment" data source (table) as the base table or an additional data source will automatically include <Account Sum> as an available data field.

Assignment Data Source

Add the <Account Sum> Data Field

On the user report, scroll over to the Data Fields section and select <Account Sum> from the options under the Available Data Fields.

Click

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to add an account sum into the user report.
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Account Sum Data Field

Select an Account Sum

Select an account sum from the drop-down list, and pick a currency. The amounts listed in the Account Sum field will be shown in the selected currency.

Multiple account sums can be added to one report.

Click

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to add the account sum into the user report.

Select an Account Sum
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