Insert Advanced Field into the Collection Report and eSign it in minutes

Aug 6th, 2022
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How to Insert Advanced Field into the Collection Report

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welcome everyone to automate with dave and today we are here with a new chapter blue prism tutorials at fields 2 collection so well a very important thing in any automation use case is to carry forward the existing data and as we go in the process we might need to add the data or we might need to modify the same data so this is a particular thing that we usually see in almost all of our processes so in blue prism we have a functionality called as collections so we can carry multiple type of data in that single entity [Music] so the first question that comes into our mind is what exactly is a collection so as you can see in the screenshot this is how a collection looks like so a collection is a two-dimensional structure that is similar to a data table and it can hold heterogeneous values within it it means it can hold multiple type of data so how can we ensure that the data keeps on getting added well if you think about it technically there are two ways of it one we can keep adding rows

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Select the type of data that will go in your custom field: Text and number, Number only, Date, or Dropdown list.
Ill show you where to find it: Go to the Gear icon at the upper right. Select Accounts and Settings. Click on the Advanced tab.
1:08 2:23 How to run reports for custom fields | QuickBooks Online Advanced YouTube Start of suggested clip End of suggested clip Field select the group by menu. And then select a custom field like sales rep. Now the report groupsMoreField select the group by menu. And then select a custom field like sales rep. Now the report groups sales by sales rep instead of by customer and project you can also sort data on reports by custom
The advanced settings in QuickBooks Online are essential tools and preferences that you can turn on or off depending on your unique business needs. These settings can help you properly set up your chart of accounts, better categorize your transactions, and automate actions like transaction entries.
Viewing custom fields in Collections Reports Go to the Reports menu, and then choose Reports Center. Type the report in the search bar at the top, and then click the arrow button to run it. Tap the Customize button, and then select the Display tab. Go to the Columns field and pick the custom field you have created.
You need to sign in as the QuickBooks admin or ask your QuickBooks admin to edit your role to give you access to Advanced Reporting. Sign in to QuickBooks as the admin. Go to the Company menu and select Users then Set Up Users and Roles. Select a current role then Edit or New (whichever is appropriate).
What is QuickBooks Advanced Reporting? QuickBooks Advanced Reporting is a feature that lets you create customized reports. You can use your QuickBooks data to build your own report based on your specific needs. This lets you see how youre doing with your business.
Customize a report for your firm In QuickBooks Online Accountant, go to the Reports menu. Go to the Standard tab. In the search field, enter the name of a report. Or, select and open one on the list. Select Customize.

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