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You can view How-To videos by the topics below. To view videos, you must have Adobe Flash Player Plug-in.
Getting Started
Trending (
version 4.9 and higher
)
How to open a table using descriptions
Aging
How to open a table using object name
Cross Tabular
How to open a recently selected table
Date Trend Months
Using the find buttons
Date Trend Years
Organize Dates
Basic Skills
Rank Bottom Ten
Associated descriptions
Rank Top Ten
Best fit all columns
Date difference calculation
Tips and Techniques
Exporting data
Charting data
Filter on a single value
Dynamic Rollups (for financial reports)
Filter using the calendar visual assist
Getting the second description for a UDC
Filter using visual assist
Concatenating Columns
Grid styles
Control Panel to prompt for values
Grouping data
Period Amounts
Header and footer features
Splitting Columns
Hide and show columns
Account Category
Joining tables
Linking tables with different data types
Math calculations
Opening reports published to me
Performance Tips
Printing
Hiding unused columns
Publishing a report
Index Assistant
Renaming columns
Renaming columns using column captions
Shift and Control selection techniques
Sorting data