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?