Creating row views

A row view is used to define how data is displayed in the rows of a report. A row view can contain one or more types of rows. Each row has a row level, indent, and other criteria.

  1. Select My Reports > Report Designer.
  2. Select the Row Views tab and navigate to the Row Lists tab. On the Row Views tab, in the Row Views section, click Create.
  3. Specify a Row View Name, for example, Accounts by Department. You cannot change the name after the record is saved. The description field is optional.
  4. Click Save.
  5. In the Row List section, click Create to add a row to the row view.
  6. Specify this information:
    Dimension
    Select the accounting dimension to use for the row.
    Posting Level Only
    Select this check box if the posting level is the only level that is required for the row. If this check box is selected, then the Levels and Starting Level fields are not used. Use this parameter to create a report that contains only detail information.
    Levels
    Specify the number of hierarchy levels to show for the row. Maximum number of Levels is 20. This field is not valid if Posting Level Only is selected.
    Starting Level
    Specify the hierarchy level to start the report. This field is not valid if Posting Level Only is selected.
    Display Value
    Select whether Code, Description, or both are displayed in the row. The default is to show the Code and Description fields as blank.
    Column Header
    Specify a name for the column header. If the field is blank the default is with the dimension name.
    Column Size
    Specify the number of characters to show in the report column. The number must be greater than two.
    Indent
    Specify the number of spaces from the left to indent each hierarchy level. An indent value is required if Levels is greater than one. The number must be greater than one when using levels and starting levels.
    Offset Padding
    Specify the number of additional spaces to include between each column. 
    Totals At Bottom
    Select this check box to show totals at the bottom of the report columns.
    Suppress Total
    Select this check box to omit row totals.
    Dimension Preview
    A preview of the Row View is displayed here after the row criteria is saved.
  7. Click Save.
  8. Optionally, to copy an existing Row View, right-click the Row View to copy and select Copy Row View. Change the Row View Name, Description and click Submit.
  9. Optionally, select the Row Views tab and navigate to the Associated Reports tab to view reports the Row View is associated with.