Report Builder: Configuring Columns and Filtering Data

FloQast Report Builder's Filters and Columns tools work together to control exactly what data appears in your report. Filters determine which rows are included, and Columns determine which fields are displayed across each row. Configuring both before adding period comparisons keeps your report clean and avoids having to re-apply changes across multiple columns later.

How to configure columns

Columns are managed in the Columns panel on the right. Column configuration works like building a pivot table in Excel, you choose which fields appear as columns, which group your rows, and which field holds the numeric values.

1. Click the Columns icon on the right panel. The Columns panel opens.
2. In the field list, you can check fields to add columns to your report:

Drag a column (e.g., Department) into the Row Groups box at the bottom of the Columns panel to group rows and nest account entries.

Click Save As to save the changes to this report and name it.

How to reorder columns in the report grid

Report Builder’s grid engine, which means you can adjust column order directly in the report without returning to the Columns panel:

•       To reorder a column, click and drag its header to a new position.

•       To resize a column, hover over the right edge of the header until the resize cursor appears, then drag.

•       To sort by a column, click the column header. Click again to reverse the sort direction.

How to apply a filter

When customizing financial views in Report Builder, you can use filters to narrow down the data visible in your grid. Filters allow you to focus exclusively on specific account types, numbers, departments, or subsidiaries without permanently changing the core report layout.

1. Click the Filters icon on the right-hand panel to open your options.
2. Scroll to find the specific field you want to filter by (e.g., Account Type or Account Number).
3. Click Deselect All to clear the default selections, then check only the boxes for the data you want to display (such as Income).
4. Click Apply at the bottom of the pane to instantly refresh your report data.
5. Click Save in the top-right to preserve your filter parameters for the next time you open the report.

Pro Tip: If you're reviewing performance at the subsidiary level, simply select your target entity from the filter to instantly narrow your focus to just that data.

With your report now filtered and structured you are ready to add the historical columns that make period comparison reporting possible. Up Next: Report Builder: Adding Historical Period Comparisons shows you how to configure Prior Months, Prior Quarters, and Prior Years alongside your Current Period.

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