How do I add/remove Breaks on Standard Reports?

Created by Markita Reed, Modified on Fri, 20 Feb at 2:30 PM by Markita Reed

How to Adjust iBank Break Settings

 

IMPORTANT NOTES:

  • Break field settings cannot be managed at a report level. 
  • Break fields must be managed at a user level and will apply to all standard reports that allow break fields.
  • Custom reports are not affected by settings and must have break fields built into the individual reports.

 

Adjusting Break Field Settings:


Toward top right-hand corner of the screen, hover mouse over Administration, then click Site Administration

 

From the Admin Site Map page, click Report Breaks under My User Settings:

A screenshot of a computer

AI-generated content may be incorrect.

 

  

 

From the Report Breaks section, check or uncheck Break options as needed. Then, click Save Changes.

  • Reports will reflect the options saved and settings will stay in place unless manually updated by the user.

A screenshot of a report break

AI-generated content may be incorrect.

 

NOTE

  • There is also the option of Page Break by Account or Break Level. 
  • The ‘Break out Picklist items on Report Display’ simply allows Picklist details to be displayed on reports, instead of Picklist name only.  

 

Once changes are saved, run reports normally.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article