Creating rows

A row is used to define how data is displayed in the rows of a report. A row 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 Rows tab and go to the Row Library section. In the Row Library section click Create.
  3. Specify a Row Name, for example, Accounts by Department. You cannot change the name after the record is saved. The description field and lock are optional.
  4. Click Save.
  5. In the Dimension Details section, click Add Dimension to Row to add a row.
  6. Specify this information:
    Dimension
    Select the accounting dimension to use for the row.
    Add Page Break
    Select this check box to create a report page break if two or more rows are in the Dimension Details. Only the first row dimension can have the add page break action.
    Summary Level Only
    Select this check box if the summary level is the only level required for this row in the report. The summary level is only applied to the last row dimension. Use starting level and levels for summary.
    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.
    Repeat Display Value
    Select the check box to repeat the posting level dimension value selected in each line of a report. Posting level must be selected to activate check box.
    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 offset the row 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 Rows are displayed after the row criteria is saved.
  7. Click Save.
  8. Optionally, to copy an existing row, right-click the row to copy and select Copy Row. Change the Row Name, Description and click Submit.
  9. Optionally, select the Rows tab and navigate to the Associated Reports tab to view reports the row is associated with.