Lines Tab Utilities>Financial Statement Designer

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Overview

 

The Lines tab defines the rows to be displayed on the Financial Statement. Lines (or rows) can be added by tabbing though each cell in the grid (descriptions below) and entering information as appropriate.

 

Command Types

 

Each row will either display static text or a listing of G/L Accounts based on one of four command types:

 

Text - Prints plain text entered in the Line Label column (see below)
Summarize - Prints one summarized line based on G/L Account ranges established with the Modify Ranges Button
Itemize - Prints one line for every G/L Account retrieved from the ranges established with the Modify Ranges Button
Consolidate - Used to consolidate rows of G/L Accounts with multiple Org. Units, this type prints one consolidated line for every G/L Account retrieved from the ranges established with the Modify Ranges Button. Note, only G/L Accounts marked with Can Consolidate will be consolidated.

 


 

Field Descriptions

 

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.