View

Use an accounting unit view to combine multiple lists. A list is a set of accounting units or accounts that match the attribute values you specify. For example, you can create a list that includes any accounting units where the region is Central and the store size is Large.

With a view, you can arrange lists in up to nine hierarchical summary levels with totals at each level. For Style 2 reports, you can use a view instead of a level type row file. The view acts as the row definition for the report. When you select an accounting unit view for a report, do not enter lines in the row file for the report.

A view is created in Attribute Matrix and might include headings, totals, and one or more accounting unit lists. For more information about defining lists and views, see the General Ledger User Guide.

Example

ABC Company wants to analyze financial performance for each region, for each store manager within a region, and for the company as a whole. They created a list for each store manager. For example, one list grouped all accounting units located in the central region that are managed by Brenda Johnson. Then they combined all of these lists into a view.

Illustration: using a view to combine lists