Group by Date Range lets you bundle multiple columns under a single, fixed reporting period. Every column inside the group shares the same Date Range, making it easy to present related Actual, Budget or Variance values side by side.
You can add multiple groups to the same template, such as one for the Report Month and another for Year‑to‑Date, as shown below.
To get started, open your Dynamic Template and click Edit Template.
Add a Group by date range column
In the Dynamic Template Builder, click + ADD COLUMN, select the Group by Date Range option, and continue with NEXT STEP.
Next, choose Actual or Budget to define the first column in the group, then click ADD COLUMN.
Add additional columns into the group
Make sure the group (or any column within it) is selected in the builder, then click
+ ADD COLUMN.
From the drop down, choose the Column Type required and ADD COLUMN
Continue to add columns to your group in this way as required, providing a column in the group is still selected, the new Column will be automatically added to the SAME group.
TIP 💡To add a new top‑level column or group, make sure no existing group is selected. If a group is highlighted, simply click it again to deselect, or select another top-level single column such as the Account column.
Group by date range criteria
Column headings
Select the Group Header to set the group criteria
Group Header
By default, the Group Header displays the Period Range placeholder. You can type directly into the cell to use your own wording, with or without the dynamic placeholder. The information panel below the cell shows how your current selection will appear in the report.
Report Periods
The period range defines the date range applied to all columns within the group. Choose a preset option from the dropdown or set a Custom range. The information panel below shows the exact dates the group will report.
See Date Selection (Report periods) for guidance on using Custom ranges.
Column data
This section lists the columns in the group. You can reorder them by dragging the ⋮⋮ handle or add additional columns using the + ADD COLUMN button. These actions are also available in the main builder column view, but this panel gives you a focused view of the group’s contents.
Appearance
Group header
Select Radio button as required:
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
Settings for individual columns
To configure the criteria for an individual column, select the column beneath the group header so it highlights. Then work through the available settings. For detailed guidance, refer to the help notes for each column type:
Once you’ve finished configuring each column, click SAVE in the top‑right corner.
You’ll then have the option to RUN REPORT, which returns you to the Builder screen where you can set additional Report Criteria and, if needed, SAVE the report to a Bundle.