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Settings Report Columns

- Document for Excel Invoice Manager

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This version of the document, "Settings Report Columns", was written for Excel Invoice Manager, which was now renamed to Uniform Invoice Software. For the latest version of this document, please download Uniform Invoice Software.

With the default invoice template, click the Columns button on any report worksheet to display the Columns window, which lists all available columns on the current report worksheet, and allows you to set the visible columns for that report.

For example, below is the Columns window displayed by clicking the Columns button on the Sales Report worksheet.

Report - Columns window

To hide a column, clear the checkbox before the column name. There is ONE exception: The first column on each report worksheet is the key column to sort and group the report data. DO NOT hide or delete the first column of each report.

In general, the number of available columns is sufficient. Most of the time, you will want to hide some of the columns. This is not a problem unless you want to send the report to someone else. You must carefully review those hidden columns when sending out report worksheets. Be very careful that these hidden columns do NOT provide information that you do NOT wish to share with others.

The Settings window provides a Remove Hidden Rows and Columns after Extracting Report option to help you remove those hidden columns automatically. If you need to send out an extracted report, DO NOT clear that checkbox.