Copying Financial Report Lines

Operation

Select the type of operation you want to perform:

• Copy: Copies lines from one report and inserts them into the same report or a different one.
• Delete: Removes a range of sequence lines from the selected report. You are prompted to confirm the deletion.
• Update: Changes the subtotal level and/or the ratio basis for everything in the selected range.

From Report ID

Select the ID of the report you are copying or deleting lines from, or updating information in.

To Report ID

Select the ID of the report to which you are copying lines. If the ID you enter is not set up, a new report will be created with the entered ID.

Insert After Line

If copying lines, select the sequence number after which you want to insert them in the report, or accept the default value of 0.

Starting/Ending Sequence

Select the range of sequence lines you want to include in the process.

Add To Ratio

Specify up to 99 different ratio totals, but only one per sequence line. If you enter 0 or leave this field blank, this amount is not included in any ratio. Each of the ratios is separate from the others. The amount can be included in only one ratio group. This field is only enabled if you are updating report lines.

Compare To Ratio

Specify the new ratio basis. This field is available only if you are updating report lines.

Print Line

Select if you want to print the updated lines:

• Yes
• No
• Non-Zero (prints the line only if at least one amount is not zero)

This field is available only if you are updating report lines.

Print $

Select Yes if you want to print the currency symbol in front of amounts in the report.