Design the report layout /visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/design-the-report-layout section 2026-02-19T17:09:06+01:00 # Design the report layout Design the report layout /visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/design-the-report-layout/design-the-report-layout page The report layout determines the report outlook, and identifies the rows and columns to be included in the report. 2026-02-19T17:09:06+01:00 # Design the report layout The report layout determines the report outlook, and identifies the rows and columns to be included in the report. To design the report layout, you should perform the following steps: + [Define the report structure](/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/design-the-report-layout/define-the-report-structure/) In this step, you define what sections will be included in the report, how the data will be grouped in the report, what rows and columns will be included in the report, and the order in which the rows and columns will be displayed in the report. + [Set up the report headers and captions - overview](/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/design-the-report-layout/set-up-the-report-headers-and-captions-overview/) In this step, you define the headers for the report columns and for the report itself, and sets the captions for the rows. + Setting the printing control attributes for the report At this step, you define how the columns and rows included in the report will be printed. ## Parent topic [Design analytical reports - overview](/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/design-analytical-reports-overview/) Define the report structure /visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/design-the-report-layout/define-the-report-structure page Defining the analytical report structure is a part of the report layout design process. 2026-02-19T17:09:06+01:00 # Define the report structure Defining the analytical report structure is a part of the report layout design process. To define the analytical report structure, you should perform the following basic steps: + Define what rows and columns will be included in the report. To define what rows and columns will be included in the report, you should define the row set and column set for the report. + Define what sections will be included in the report. To define the sections to be included in the report, you should define unit set for the report. + Define how the report sections will be grouped and displayed. To define the order of the sections in the report, you should specify the order of the units in the unit set. All the parameters required to define the analytical report structure can be set using the Analytical report manager windows. + [Select rows and columns for the report](/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/design-the-report-layout/select-rows-and-columns-for-the-report/) + [Define the analytical report sections](/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/design-the-report-layout/define-the-analytical-report-sections/) + [About grouping the sections in the report](/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/design-the-report-layout/about-grouping-the-sections-in-the-report/) Select rows and columns for the report /visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/design-the-report-layout/select-rows-and-columns-for-the-report page Every report has its sets of rows and columns, which can be specific for this report or be used in other reports. 2026-02-19T17:09:06+01:00 # Select rows and columns for the report Every report has its sets of rows and columns, which can be specific for this report or be used in other reports. Every row included in the row set and every column included in the column set have a set of attributes specifying what data will be displayed in the report. You should define the row set and column set for the report. The row set and column set can be used in a specific report or in a variety of reports having common data selection criteria and similar structure. To define the rows and columns to be included in the report, you should perform the following steps: 1. Identify what rows will be included in the report: To define what rows will be included in the report, you should add these rows to the row set used in this report. 1. View the existing row sets, select or edit a row set, or create a new row set when necessary. For the detailed description of operations with the row sets, see [View and edit row sets - overview](/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/view-and-edit-row-sets/view-and-edit-row-sets-overview/). 1. Identify what columns will be included in the report: To define what columns will be included in the report, you should add these columns to the column set used in this report. 1. View the existing column sets, select or edit a column set, or create a new row set when necessary. 1. Open the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window and set the **Column set** and **Row set** parameters for the report. The row and column sets are defined for the report as a whole, and if the report includes multiple sections each consisting of various rows and columns, the row set and column set should include all rows and columns for all the report sections. ## Parent topic [Define the report structure - overview](/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/design-the-report-layout/define-the-report-structure/) [Column sets - overview](/visma-net-erp/help/general-ledger/manage-analytical-reports/column-sets/column-sets-overview/) [View and edit the column sets - overview](/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/view-and-edit-column-sets/view-and-edit-the-column-sets-overview/) [About the analytical report manager](/visma-net-erp/help/general-ledger/manage-analytical-reports/about-the-analytical-report-manager/)

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Concepts

 Define the analytical report sections /visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/design-the-report-layout/define-the-analytical-report-sections page Every report can include one or more sections. 2026-02-19T17:09:06+01:00 # Define the analytical report sections Every report can include one or more sections. The report can be comprised of a number of sections having different number of rows and columns. The rows and columns grouping rules can also be set separately for each report section. To define the structure of the sections in the report, you should create a unit structure. The unit structure for each report is defined by the unit set selected for this report. The structure of each report section is determined by the unit set, row set, and column set attributes. To define what sections will be included in the report, you should perform the following steps: 1. Identify what sections will be included in the report, and define the order in which the sections will be displayed in the report. The report sections structure is defined by the unit set selected for this report. For each report section, a separate unit must be created. 1. View the existing unit sets, edit a unit set or create a new unit set when necessary. For the detailed description of operations with the unit sets, refer to the [View and edit the unit sets - overview](/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/view-and-edit-unit-sets/view-and-edit-the-unit-sets-overview/) section of this guide. For each section in the report, you should specify the following: + The rows and columns to be included in this section. + The data selection criteria used to include the data in this section of the report. ## Define the rows and columns to be included in the report section The rows and columns to be displayed in the analytical report sections can be selected separately for each report section. To specify the rows and columns to be included in the report section, perform the following steps: 1. Open the [Unit sets (CS206030)](/visma-net-erp/help/general-ledger/general-ledger-windows/unit-sets-cs206030/) window and set the **Printing group** attribute value for the unit which is related to this report section. 1. Open the [Row sets (CS206010)](/visma-net-erp/help/general-ledger/general-ledger-windows/row-sets-cs206010/) window and set the same value for the **Unit group** attribute for all the rows to be included in this report section. For the detailed description of setting the row attributes operation, refer to the [View and edit row sets - overview](/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/view-and-edit-row-sets/view-and-edit-row-sets-overview/) section of this guide. 1. Open the [Column sets (CS206020)](/visma-net-erp/help/general-ledger/general-ledger-windows/column-sets-cs206020/) window and set the same value for the **Unit group** attribute for all the columns to be included in this report section. For the detailed description of setting the column attributes operation, refer to the [View and edit the column sets - overview](/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/view-and-edit-column-sets/view-and-edit-the-column-sets-overview/) section of this guide. ## Define the data selection criteria for the report sections Each report section can use its specific data filtering criteria to select the data to be displayed in this section. Depending on the report structure and the need to use the same row sets and column sets in a variety of reports, you can define the section-specific data filtering criteria for the rows and columns included in this report section, or define them separately for each unit. To choose where to define the data filtering criteria, you should use the following rule: + When the row set and column set are used only in one report, or the other reports' row set and column set have common data selection criteria, the data selection criteria for each report section can be defined on the row and column level. + When the row set and column set will be used in another report, the data selection criteria for each report section should be defined on the units level. To define the data selection criteria for the report section on the rows and columns level, perform the following steps: 1. Set the data source parameters for each row included in the report section. 1. Set the data source parameters for each column included in the report section. To define the data selection criteria for the report section on the unit level, set the data source parameters for the unit related to the specific report section. ### Parent topic [Define the report structure](/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/design-the-report-layout/define-the-report-structure/) [View and edit the row sets - overview](/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/view-and-edit-row-sets/view-and-edit-row-sets-overview/) [About column sets](/visma-net-erp/help/general-ledger/manage-analytical-reports/column-sets/column-sets-overview/) [View and edit the column sets - overview](/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/view-and-edit-column-sets/view-and-edit-the-column-sets-overview/) [About unit sets](/visma-net-erp/help/general-ledger/manage-analytical-reports/unit-sets/unit-sets-overview/) [View and edit the unit sets - overview](/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/view-and-edit-unit-sets/view-and-edit-the-unit-sets-overview/) [About the data source](/visma-net-erp/help/general-ledger/manage-analytical-reports/data-source/data-source-overview/) [About data filtering criteria](/visma-net-erp/help/general-ledger/manage-analytical-reports/data-source/about-data-filtering-criteria/)

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Concepts

 About grouping the sections in the report /visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/design-the-report-layout/about-grouping-the-sections-in-the-report page The order of the sections included in the report determine the report structure. 2026-02-19T17:09:06+01:00 # About grouping the sections in the report The order of the sections included in the report determine the report structure. The sections in the report can be arranged in a flat or hierarchical structure; depending on the data sampling rules, you can use either flat or hierarchical report structure. The hierarchical report structure is used when a report section includes the data from the other sections of the report (for example, the consolidated sales volumes followed by separation of the sales volumes by the time periods). The flat structure can be used when the report consists of several sets of data assembled in different numbers of rows and columns. To define how the sections will be grouped and displayed in the report, you should define the unit structure in the unit set selected for the report. For a flat report structure, the sections will be included in the report in the same order as the corresponding units in the unit set selected for the report. For a hierarchical structure, the sections corresponding to the nodes in the units' hierarchical structure will be displayed before the sections corresponding to the child nodes or leaves in the units' hierarchical structure. When the sections in the report are organised in a hierarchical structure, you usually should apply additional data filtering rules for the node units to include the particular data from the other report sections in the section corresponding to the node unit, use the formulas in the node units if the data in one report sections are calculated using the data from the other report sections, or apply both formulas and data filtering rules. To group the section in the report, you should perform the following steps: 1. View the units included in the unit set selected for the report. 1. Create the units' hierarchical structure: add units to be included as the nodes in the hierarchical structure when necessary, or move the existing units to the node level. For the detailed description of creating a units structure operation, refer to the [View and edit the unit sets - overview](/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/view-and-edit-unit-sets/view-and-edit-the-unit-sets-overview/) section of this guide. 1. For the node units in the unit set, define the data source to apply the additional data filtering criteria for data selection for the node unit, and define the formulas to calculate the values based on the data from the other units, when necessary. ## Parent topic [Define the report structure - overview](/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/design-the-report-layout/define-the-report-structure/) [Data source - overview](/visma-net-erp/help/general-ledger/manage-analytical-reports/data-source/data-source-overview/) [Formulas - overview](/visma-net-erp/help/general-ledger/manage-analytical-reports/formulas/about-formulas/) Related reference [Unit sets](/visma-net-erp/help/general-ledger/general-ledger-windows/unit-sets-cs206030/)

Related pages

Concepts

 Set up the report headers and captions - overview /visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/design-the-report-layout/set-up-the-report-headers-and-captions-overview page To provide the description of the data included in the report, you should define the titles for the report and its sections, add the headers for the report columns or column groups, and set up the captions for the rows or chain of rows. 2026-02-19T17:09:06+01:00 # Set up the report headers and captions - overview To provide the description of the data included in the report, you should define the titles for the report and its sections, add the headers for the report columns or column groups, and set up the captions for the rows or chain of rows. To perform these tasks, you can use the following steps: + Set up the report title. + Set up the titles for each section of the report. + Set up the headers for a range of columns or for individual columns in the report. + Set up the captions for a range of rows or for individual rows in the report. All the parameters required to define the titles for the analytical report can be set using the Analytical report manager windows. + [Add a title for the report section](/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/design-the-report-layout/add-a-title-for-the-report-section/) ## Parent topic [Design the report layout](/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/design-the-report-layout/design-the-report-layout/) Add the report title /visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/design-the-report-layout/add-the-report-title page The report title generally contains the report title and other information that will appear only at the beginning of the report. 2026-02-19T17:09:06+01:00 # Add the report title The report title generally contains the report title and other information that will appear only at the beginning of the report. Depending on the report structure and the information to be displayed in the report title, you can use one of the following ways to create a title for the report: + Create a header in the list of headers defined for the column set selected for the report. Use it as the report title. This is the preferred method to define the title for a report that has a hierarchical structure. To include the variable data in the report title, add the report title in the list of headers defined for the column set. + Define a caption in the first row of the row set selected for the report. This method can be used when the report has a flat structure and variable data should not be used in the report title. ## Use the column sets headers to set up the report title To set up the report title by using the headers defined for the columns set, perform the following steps: 1. Open the [Column sets (CS206020)](/visma-net-erp/help/general-ledger/general-ledger-windows/column-sets-cs206020/) window, and select the column set used in the report. 1. Click the **New** button in the **Headers** section of the [Column sets (CS206020)](/visma-net-erp/help/general-ledger/general-ledger-windows/column-sets-cs206020/) window. 1. Select a column where to define header in the **Headers** section of the [Column sets (CS206020)](/visma-net-erp/help/general-ledger/general-ledger-windows/column-sets-cs206020/) window. The report title definition can span one or multiple columns. For example, a short text can be displayed in one column and the variable data in the other. To display the report title in the centre of the header line, select the first column to define the header. 1. In the selected column in **Headers** section of the [Column sets (CS206020)](/visma-net-erp/help/general-ledger/general-ledger-windows/column-sets-cs206020/) window, enter the header text, or enter the formulas to display variable data in the report title if needed. 1. Set the range of columns where the report title will be displayed. + In the column containing the header, click the lookup button. The dialog box containing the column range and header style parameters appears. + Enter the relevant values in the **Columns range** elements in the opened dialog box. Note that the start value in the columns range should contain the reference to the column where the report title is defined. 1. Set the header style parameters. + In the dialog box containing the column range and header style, set the formatting parameters for the header text and background. 1. Use the **Shift up** and **Shift down** buttons in the **Headers** toolbar of the [Column sets (CS206020)](/visma-net-erp/help/general-ledger/general-ledger-windows/column-sets-cs206020/) window to move the report title to the top position in the headers list. 1. Click **Save** button in the window toolbar to save the changes. ## Using the row sets captions to set up the report title To set up the report title by using the captions defined for the [Row sets](/visma-net-erp/help/general-ledger/general-ledger-windows/row-sets-cs206010/), use the following steps: 1. Open the [Row sets (CS206010)](/visma-net-erp/help/general-ledger/general-ledger-windows/row-sets-cs206010/) window and select the row set used in the report. For the detailed description of operations with the row sets, see the [View and edit row sets - overview](/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/view-and-edit-row-sets/view-and-edit-row-sets-overview/) section. 1. In the **Rows** table, click the **New** button to add a new row to the row set. 1. Set the **Code** parameter for the new row. The code for the created row should be selected to make it the first row in the row set. 1. Enter the **Description text** for the new row. This text will be displayed in the report title. 1. Select the **Caption** value for the **Type** parameter of the new row. 1. Set the **Style** parameter values for the row to define the report title formatting. 1. Click **Save** in the window toolbar of the [Row sets (CS206010)](/visma-net-erp/help/general-ledger/general-ledger-windows/row-sets-cs206010/) window to save the changes. Add a title for the report section /visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/design-the-report-layout/add-a-title-for-the-report-section section The report can include multiple sections each having a header. 2026-02-19T17:09:06+01:00 # Add a title for the report section The report can include multiple sections each having a header. Depending on the report structure, you can use either row captions or column headers to set up the headers for the report sections. For a flat report structure, the report sections usually include a number of rows from the whole row set, and to set up a report section header, you can choose between a caption defined for a number of rows or a header defined in the column set and printed in the specific row of the report. For a hierarchical report structure, you should use column set headers for each section in the report. ## Set up the report section titles for a flat report structure For a flat report structure, you can define the report section title using the captions defined for the row set or the headers defined for the column set. For both captions and headers, you can define the report lines where the report sections titled will be placed. To set up the report section title using the header defined for the columns set, perform the following steps: 1. Open the [Column sets (CS206020)](/visma-net-erp/help/general-ledger/general-ledger-windows/column-sets-cs206020/) window and select the column set used in the report. For the detailed description of operations with the column sets, see the [View and edit row sets - overview](/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/view-and-edit-row-sets/view-and-edit-row-sets-overview/) section of this guide. 1. Click **![icon-add](/media/visma-net-erp/icon-add.png)** in the **top toolbar** of the [Column sets (CS206020)](/visma-net-erp/help/general-ledger/general-ledger-windows/column-sets-cs206020/) window. 1. Select a column where to define the header in the **Headers** section of the [Column sets (CS206020)](/visma-net-erp/help/general-ledger/general-ledger-windows/column-sets-cs206020/) window. The report section title can be defined in a single column, or split between multiple columns. For example, the short text can be displayed in one column, and the variable data in the other. To display the report section title in the centre of the header line, select the first column to define the header. 1. In the selected column in **Headers** section of the [Column sets (CS206020)](/visma-net-erp/help/general-ledger/general-ledger-windows/column-sets-cs206020/) window, enter the header text, or enter [formulas](/visma-net-erp/help/general-ledger/manage-analytical-reports/formulas/about-formulas/) to display variable data in the report section title if needed. 1. Set the range of columns where the report section title will be displayed. + In the column containing the header, click the lookup button. The dialog box containing the column range and header style parameters appears. + Enter the relevant values in the **Columns range** elements in the opened dialog box. Note that the start value in the columns range should contain the reference to the column where the report section title is defined. 1. Set the header style parameters. In the dialog box containing the column range and header style, set the formatting parameters for the header text and background. Use the **Shift up** and **Shift down** buttons in the **Headers** toolbar of the [Column sets (CS206020)](/visma-net-erp/help/general-ledger/general-ledger-windows/column-sets-cs206020/) window to move the report section title to the relevant position in the headers list. 1. To define the line of the report where the report section title will appear, set the same values for the **Printing group** parameter of the header and the **Column group** parameter of the row where the report section title will be inserted: + Set the **Printing group** parameter value for the header. + Open the [Row sets (CS206010)](/visma-net-erp/help/general-ledger/general-ledger-windows/row-sets-cs206010/) window, and set the following parameter values for the row where the report section title will be inserted: + For the **Type** row attribute, select the **Header** value. + For the **Column group** row attribute, set the same value that you defined for the **Printing group** parameter value for the header. 1. Click **Save** in the window toolbar of the [Column sets (CS206020)](/visma-net-erp/help/general-ledger/general-ledger-windows/column-sets-cs206020/) window to save the changes. ### To set up the report section title using the caption defined for the row set, perform the following steps 1. Open the [Row sets (CS206010)](/visma-net-erp/help/general-ledger/general-ledger-windows/row-sets-cs206010/) window, and select the row set used in the report. 1. In the **Rows** table, select or add the row where the report section title will be inserted. 1. Enter the **Description** text for the row. This text will be displayed in the report section title. 1. Select the **Caption** value for the **Type** parameter of the row. 1. Set the **Style** parameter values for the row to define the report section title formatting. 1. Click **![icon-save](/media/visma-net-erp/icon-save.png)** in the window toolbar of the [Row sets (CS206010)](/visma-net-erp/help/general-ledger/general-ledger-windows/row-sets-cs206010/) window to save the changes. ## Set up the report section titles for a hierarchical report structure For a hierarchical report structure, you should use the headers defined for the column set. you can define a special title for every section in the report hierarchical structure. Within the report sections, both the row captions and row headers can be used to segregate them in the smaller segments. To set up the report section title using the header defined for the columns set, perform the following steps: 1. Open the [Column sets (CS206020)](/visma-net-erp/help/general-ledger/general-ledger-windows/column-sets-cs206020/) window and select the column set used in the report. 1. Click **New** button in the **Headers** section of the [Column sets (CS206020)](/visma-net-erp/help/general-ledger/general-ledger-windows/column-sets-cs206020/) window. 1. Select a column where to define header in the **Headers** section of the [Column sets (CS206020)](/visma-net-erp/help/general-ledger/general-ledger-windows/column-sets-cs206020/) window. The report section title can be defined in a single column, or split between multiple columns. For example, the short text can be displayed in one column, and the variable data in the other. To display the report section title in the centre of the header line, select the first column to define the header. 1. In the selected column in **Headers** section of the [Column sets (CS206020)](/visma-net-erp/help/general-ledger/general-ledger-windows/column-sets-cs206020/) window, enter the header text, or enter formulas to display variable data in the report section title if needed. 1. Set the range of columns where the report section title will be displayed. + In the column containing the header, click the lookup button. The dialog box containing the columns range and header style parameters appears. + Enter the relevant values in the **Columns range** elements in the opened dialog box. Note that the start value in the columns range should contain the reference to the column where the report section title is defined. 1. Set the header style parameters. In the dialog box containing the columns range and header style, set the formatting parameters for the header text and background. 1. Use the **Shift up** and **Shift down** buttons in the **Headers** toolbar of the [Column sets (CS206020)](/visma-net-erp/help/general-ledger/general-ledger-windows/column-sets-cs206020/) window to move the report section title to the relevant position in the headers list. 1. To define the line of the report where the report section title will appear, set the same values for the **Printing group** parameter of the header and the **Column group** parameter of the row where the report section title will be inserted: + Set the **Printing group** parameter value for the header. + Open the [Row sets (CS206010)](/visma-net-erp/help/general-ledger/general-ledger-windows/row-sets-cs206010/) window, and set the following parameters values for the row where the report section title will be inserted: + For the **Type** row attribute, select the **Header** value. + For the **Column group** row attribute, set the same value that you defined for the **Printing group** parameter value for the header. 1. Click **![icon-save](/media/visma-net-erp/icon-save.png)** the window toolbar of the [Column sets (CS206020)](/visma-net-erp/help/general-ledger/general-ledger-windows/column-sets-cs206020/) window to save the changes.