Lines Tab

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Module:  Utilities    

Applet:  Financial Statement Designer    

Tab: Lines

 


Description: The Lines tab in the designer uses one of four command types:

1)Text - Text prints one text line. (Text comes from Line Label Column)

 

2)Summarize - Summarize prints one summarized line. (Summarizes ranges established in the Modify Ranges Button)

 

3)Itemize - Itemize creates one line for every item retrieved from the ranges established in the Modify Ranges Button.

 

4)Consolidate - Consolidates G/L accounts that may have associations to multiple Org. Units.

 

Utilities_Financial_Statement_Designer_LinesTab

 

Descriptions within the Line Grid:

 

Line Order - Numerical order to print lines. Does not have to be continuous but must be unique within the design

 

Line Label - Text to print on line; used only on Text and Summarize types.

 

Command Type - Line type; choices are text, summarize, itemize, and consolidate. Descriptions above.

 

Indentation - Number of units to indent the line text; size of unit is determined in the report layout.

 

Subtotal -  Subtotal column to print figure. Choices are 1,2 or 3. Each column in the design can be subdivided into three columns.

 

% of line - Percent of line to compare to (ratio); typically used to show percent, total revenue, or expense. A line that references itself will be 100%.

 

Format Group - User-definable value that can be used for conditional print operations in the design.

 

Bold -  Flag to indicate line should be bolded.

 

Top Border - Border to be used on top edge of figures. Typically only used on summarized lines.

 

Right Border - Border to be used on top right edge of figures. Typically only used on summarized lines.

 

Bottom Border -  Border to be used on bottom edge of figures. Typically only used on summarized lines.

 

Left Border - Border to be used on left edge of figures. Typically only used on summarized lines.