Selecting "Change Rows & Columns" from the gear menu brings a window where you can add and remove dimensions as row or column totals you are reporting by, and add or remove measures as fields you are reporting on.

1. The list of available fields appears in the top-left quadrant of this panel, and you can scroll down to see all the fields. The measures are listed first in bold italics, followed by the dimensions in alphabetical order
   • Drag any dimension to the top-right quadrant to aggregate columns on the basis of this dimension
   • Drag any dimension to the lower-left quadrant to aggregate rows on the basis of this dimension
2. The left dimensions represent the row groupings, with major groups for the first listed attribute, then sub-groups for the next attribute and so on. For example this image shows cost of each WBS by or within each phase. If you dragged the WBS Code/Description field up abit and dropped it in the lower-left quadrant above phase, then the report would show the cost of each phase by WBS
   • To remove a left or row dimension drag it back to the list of available fields and drop it anywhere in the top left quadrant
3. The top dimensions represent the column groupings, with major groups for the first listed attribute, then sub-groups for the next attribute and so on. For example this image shows cost of each direct/indirect cost type by or within each fiscal year. If you dragged Direct/indirect cost type and dropped it on top of fiscal year then the report would total up costs by fiscal year for direct followed by the costs by fiscal year for each indirect cost type in turn
   • To remove a top or column dimension drag it back to the list of available fields and drop it anywhere in the top left quadrant
4. The lower-right quadrant is the list of measures you are reporting on. Often it is easier to just report on one single measure, but if you choose more than one measure you will get a separate column for each measure within each combination of top dimensions or columns
   • You can only drag fields which are measures (in bold italic) in the available field list to this lower-right quadrant
   • To remove a measure drag it out to the top-left quadrant and drop it anywhere on the list of available fields
   • Special measures such as unit cost and cost in source currency automatically select a dimension. Unit cost selects the unit of measure, and cost in source currency selects the currency code. The reason for this is you cannot sum up "apples and pears" for example adding 500 each to 12 oz, or adding $600 to £500. For that reason it is better when reporting on unit cost or cost in source currency to "report by" (i.e. have separate sub-totals for) the total quantity by unit of measure, or total cost by source currency
   • Refer to this link for more information on currencies and exchange rates
5. Always click "Apply & Close" to confirm your selection. While the pivot data may appear to adjust as you are dragging dimensions and measures around it is not accurate until you "Apply & Close" these settings. You can also save you settings either by:
   • Updating an existing view by selecting the menu option "Update" + current view name from the gear menu, or
   • Creating a new view, including a copy of an existing view, by selecting Create View from the gear menu and filling out the popup.

You can report on the cost in three currencies: source currency, company currency and customer currency.

You can report on the total hours (for labor estimates), the total quantity (for material, travel and other direct cost estimates) and the unit cost:

• The unit cost is the total cost divided by either the total hours (rate/hr for for labor estimates) or by the total quantity (for purchased material estimates)
• Unit cost uses a special "average" algorithm and may vary depending on the dimension attributes you select
• It does not make sense to attempt to display the unit cost for dimensions which total up cost across both labor and material estimates, because you cannot have a unit cost which is a mixture of rate/hr and cost/each.

You can slice and dice the data into rows or columns based on any of the following dimensions:

1. Account group or type - what kind of cost element this is e.g. labor, travel, overhead etc.
2. BOE status - status of the estimate or BOE WBS (e.g. submitted, rework)
3. Cost center - where costs are incurred
4. Cost element - GL account the cost would be incurred in
5. Cost type - indicates if this estimate is for labor (incl. make-part labor), purchased material, travel or other direct costs
6. Delivery organization - the site doing the work or managing the materials (the BOE WBS organization)
7. Description - of the cost e.g. labor resource, material/similar-to, the trip or other direct cost description
8. Direct/Indirect cost type - indicates if this direct cost, fringe, overhead or G&A cost
9. Estimating method - the estimating method for material costing behind this estimate
10. Estimating source - the source of costs for this estimate (also denotes the confidence)
11. Formula - used for parametric estimates or indirect costs
12. Labor resource - group or pool for labor estimates
13. Phase - of the program
14. Product code, Product Description or combination of both Product Code & Description of the BOM component for material estimates
15. Profit Center - owning this estimate
16. Proposal Line Item - the end item or proposal line item WBS costs are allocated to. This is computed based on WBS/proposal line assignments
17. Site - delivering the work or purchasing the material
18. SBA Code - small business administration code for the vendor (for purchased material, other direct or subcontractor costs)
19. Source currency - for the cost in source currency e.g. USD
20. Sub work-stream - of the WBS
21. Supplier - providing purchased material, subcontractor work, travel or other direct costs
22. Supply country - the country of the supplier or of the delivery organization
23. Unit of measure - for the quantity e.g. Each
24. Version - of the proposal to compare versions. By default costs for the active proposal version are loaded

Also you can slice and dice the data into rows or columns based on time, i.e. when the costs are incurred. There are several time dimension options:

1. Calendar year when costs are incurred
2. Calendar month when costs are incurred
3. Calendar quarter when costs are incurred
4. Fiscal year when costs are incurred
5. Fiscal period when costs are incurred
6. Customer's fiscal year when costs are incurred - provided that you have maintained a fiscal year in the customer record
7. Customer's fiscal period when costs are incurred
8. Cashflow year - the calendar year when payments are to be made, based on either incurred date + payment terms or based on payment milestones
9. Cashflow month - the month when payments are anticipated to be made for all kinds of costs, material, labor, travel or other direct cost.

Time-based dimensions are grouped together in the list of dimensions because they all start with "Time:"

Finally if you created custom fields or tags in your proposal you can use tag values as dimensions to report your costs by.