Optional Procedure: Producing a Subtotal or Total

You can produce a subtotal or total for specific fields. For example, you might want to sort transactions by account within accounting unit and produce subtotals for the transaction amount by account within accounting unit. To produce a subtotal or total, you must do the following:

  • Include the field or fields as sort criteria on the Sort form tab.

  • Select Yes in the Total Break field on the Layout form tab for each field.

  • Select Yes in the Count Total field to indicate which columns will be totaled when subtotals and grand totals are produced.