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The top left bar above the grid contains the following functions (tools) you can use to change your view of the data in the grid.
![](https://helpphocassoftware.atlassian.net/wiki/download/attachments/2940338389/image-20230227-024441.png?version=1&modificationDate=1677465880139&cacheVersion=1&api=v2)
![](https://helpphocassoftware.atlassian.net/wiki/download/thumbnails/2940338389/image-20230305-210554.png?version=1&modificationDate=1678050357525&cacheVersion=1&api=v2&width=448)
The columns that display in the grid. | |
The type of details (for the selected dimension) that display in the first column(s) in the grid, such as Name and Code. | |
The format of the numbers type of numerical data that displays in the grid, such as local versus group currency Local Value, Profit or Quantity. | |
The source of the data of in the grid. | |
A way to determine if the grid displays data for which there are transactions (activity) or not (no activity) or both (all). | |
The type format of numerical data in the grid, such as actual numbers, percentages or average. | |
The timeframe (date range) that applies to the data in the grid, such as Rolling 12 Months, Quarter 1 or Year to Date. |
Tip |
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Save your new view as a favorite, so you can quickly access it next time. |