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Blanking out amounts on sections of a report #2000

Closed Richb201 opened this topic on on Mar 28, 2021 - 5 comments

Richb201 commented on Mar 28, 2021

I need to be able to show a tax form, but with certain amounts redacted. Is there a way, with any of the reporting tools in koolreport pro, to blank out specific amounts. for example

wage QREs                     xxxxx
contract QREs                 xxxxx
total QREs                     $  xxxx
3 previous years QREs$   xxxx
line 5 divided by line 21 $  xxxx

total credit                        $12,000

In my example, all of the x'x are redacted and i am just showing the total credit. Is there any type of pro report that would work for this?

Richb201 commented on Mar 29, 2021

This is what i want to end up with. An Excel would be fine. How should "stage" the data so that it can be easily put into this format? I have all of the data already in datatables which I am already running reports from. Should I be "grabbing" the "totals" from the bottom of each report? How to do this?

For example, I want to grab the Total Qualified Wages amount and stick it in F2. How do I grab these results? and put them into the spreadsheet?

Sebastian Morales commented on Mar 29, 2021

I think probably using the "formatValue" property of the Table or DataTables widget would help blanking out columns you want (return X or * instead of real values.) And use the "footer" property for each column as well if you want them to show total sum/count at the end:

https://www.koolreport.com/docs/koolphp/table/#table-settings-format-column-value

https://www.koolreport.com/docs/koolphp/table/#table-settings-aggregated-footer

Richb201 commented on Mar 29, 2021

Thx. I want to also grab the total amounts from a previously rendered report so I can stick them into an excel sheet. Suggestion on how to do that? Or should I be running a brand new sql statement, each time?

Sebastian Morales commented on Mar 30, 2021

I think you could use datastore object's own aggregate methods:

https://www.koolreport.com/docs/datastore/overview/#aggregated-methods

Just include your report, create and run it but don't render it because you only need to access its datastores. Pass the datastores' aggregate result to your current export as parameters and export them if you want to.

Richb201 commented on Mar 30, 2021

works well! thanks

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