Getting Started #
When downloading a standard TAD report or creating your own, you can specify the Layout. The layout determines how the data will look once downloaded.
The available layouts are listed below:
- Data – This returns raw data with no formatting.
- Table – This returns data in an Excel table with the Filter Bar.
- Design – This returns data in a formatted layout and groups records based on selected columns. The groupings can have subtotals with Excel formulas that summarize numeric columns.
- Financial – This returns data for the TAD Financial Statements. This will not work for non-Financial reports.
The Report Layout option under the Options button on the ribbon controls what value defaults for the Layout on all report downloads.
Layout Examples #
Data
Table
Design
