The Account Column is created by default in all new Dynamic Templates and cannot be deleted. The default setting is on the left side of the template, but this can be changed by drag and drop to an alternative position. Additional options are available for this column:
Tip 💡Use Account Trees to edit or change the rows on your Dynamic reports. Accounts Trees allow you to make the row changes once and use them on any Calxa report.
Column Headings
Group header & Column header
Text fields only, that by default are empty, but you can add text if required by typing directly into the setting.
Appearance
Group header
Primary colour
Sets the background colour as per the Report Styles primary colour
Secondary colour
Sets the background colour as per the Report Styles secondary colour
Column
Toggle: Background shading
Off (default): no background shading
On (Green toggle): Background shading on the column header as well as the detail rows. This replicates the shading in the Calxa Preconfigured Reports, where Actual Values have a grey background.
Minimum width (default: 600)
Defaults to a value of 600, as the minimum width of this column. When the report is generated it may grow larger to fit all columns neatly to an A4 Portrait, A4 Landscape, or A3 Landscape page. Once the total of all minimum column widths exceeds an A3 Landscape width, the page sizes are no longer standard and simply grow to fit the required columns.
Text fit
If you have long account names or wish to minimise the width of the column, you can select a preferred option to handle text that does not fit in the cell. Click the dropdown and select one of the following options:
Wrap text: text will wrap to a new line
Trim (with ellipsis): trims characters with a ... indicator
Trim (no ellipsis): trims characters without dots
Shrink to fit: Font size changes to fit full text in the cell size