Big thanks to support for revamping the Grid Grouping feature, detailed in the following post:
Further improvements for grouped queries (build 3257)
These enhancements now enable the creation of highly efficient reports that hinge on vast datasets necessitating specific grouping, such as those found in accounting reports like Income Statements, Balance Sheets, Ledgers, and more. These types of reports were previously impractical with the standard report writer due to their cumbersome nature and prolonged data loading times.
Primarily designed for on-screen presentation, the capability to export to Excel or PDF while preserving the layout should become feasible upon support's implementation of the Kendo export with layout format feature.
Below is a video illustrating a basic Income Statement utilizing these new functionalities:
- Group totals that switch between header and footer depending on the group expanded state. (configurator setting)
- Sort direction of Group names. (advanced script)
- Expanded First level group upon load. (advanced script)
- Load data on demand. (configurator setting)
video link:
https://www.youtube.com/watch?v=HeSuFbxXtyw