Row line type
Each row consists of row lines, which contain the specific accounts or levels, headings, totals, and underlines that you want to include in the report. When you define a row line, you assign a line type to each line that you want to print in the rows of the report. The line type dictates how your rows of information display. These are the row line types that you can assign:
-
Detail
-
Heading
-
Total
-
Underline
-
Split
-
Base
Detail line type
Assign a detail line type to indicate that you want to display one or more General Ledger detail accounts. Detail is the default line type. When you use a detail line type, you must also select a detail option such as: consolidated, account, subaccount, or level option. See Detail options.
Heading line type
Select a heading line type to display a heading for the lines that follow. Specify the heading exactly as you want it to appear in the report. Heading line types are cosmetic and do not require an account range.
Total line type
Select a total line type to create subtotals or grand totals. You must select a total level for each total line. Total levels range from one through nine and are used to indicate what detail lines that you want to include in a total. Use different total levels at different places in a report to create subtotals and grand totals. If the total level used is greater than the previous total level, then the previous total is included. If the total level is less than or equal to the previous total, then the previous total is not included.
Underline line type
Use the underline line type to add an underline to each column of data in the report. Specify any character that you want to use to create the underline, and the application automatically repeats that character to create an underline that runs the width of the column. For example, you can use characters such as -, =, or *. Underline line types are cosmetic only.
Split line type
Select Split to print a solid line of characters from the left margin to the right margin. Like the underline line type, the application uses the first character that you specify in the Description field and repeats it. This is a cosmetic line type.
Base line type
Select Base as a line type to identify a range of accounts whose amounts are used as the denominator in percent-of-base calculations. The base line type is used in conjunction with the PCTBAS data dictionary name on the format. This data name is used to divide the line value by the base line value.
For example, you can show sales earnings for specific products or services as a percent of total sales earnings. Total sales earnings represents the base and the individual detail and total lines of the row are the numerators in the equation.
You can include multiple base lines within a report, but a base line must precede any detail lines that use it. In the example just described, the base line must come before the first sales account line. Base amounts are used only for the calculation and do not print on the finished report.
Example
LGE Corporation has created an income statement report that shows sales earnings for each sales account. To compare the accounts, they have included a column in the report to show the percent of total sales that each account represents.
LGE Corporation
Income Statement
12/31/00
Year to Date % of
2000 Sales
------------ -----
SALES
Sales-Prescription Drugs $12,620,100 15 %
Sales-Non-Prescription Drugs 10,890,000 13
Sales-Clinic Services 13,812,060 16
Sales-Hospital Services 39,387,163 47
Sales-Floral 451,620 1
Sales-Gifts 475,525 1
Sales-Restaurant 3,125,475 4
Sales-Other 2,000,000 2
Financial Revenue-BOE 1,000,000 1
Miscellaneous Revenue 15,780
Sales Discounts 27,125-
Sales Returns & Allowances 4,623-
-------------- -------
NET SALES $83,745,975 100 %
" " "
| | |
@ACDES CYDAMT PCTBAS (2)
To create this report, LGE defined a base line for the report. It was the first line of the row that they defined because it needed to precede the detail lines that it uses. They selected the SALES summary account to represent the range of accounts that make up the base line.
On the format, they defined the percent-of-sales column with a data dictionary name of PCTBAS(2). The column number in parentheses told the application what column's values to use for the calculation. Which, in this case, was the year-to-date amount defined with the data dictionary name CYDAMT. In this example, PCTBAS(2)=CYDAMT for detail line/CYDAMT for base line.