Sorting the Financial Table Data

The Level Codes on a financial table format are used to determine the sequencing of information, and the totals that appear, on the report. At run-time, they are also used to limit the transactions that are selected for the report. Each combination of sort levels is printed on a separate page.

The sort levels are hierarchical, that is level 2 is shown within level 1. Therefore, you should use level 2 before you use level 1. If you are using currency codes, this must be the highest level.

The sort levels have two purposes:

  • they allow you to specify that only transactions with these codes are to be considered
  • they control the sequence of the report and, consequently, the stages at which totals are shown.

The sort and selection levels can be any of the following:

  • Account Analysis Dimensions (1 to 10)
  • Account Code
  • Currency Code
  • Ledger Transaction Analysis Dimensions
  • Asset Analysis Dimensions (1 to 10).
Note:  The Balances file data is used to generate a report only when it is appropriate to the sort levels identified for the report. See Improving the Speed of Reporting.

Subdimensions

You can select a subdimension code associated with a particular breakdown of the above analysis dimension. See What are Financial Reporting Subdimensions?