Using Total Rows on a Financial Statement

There are seven total levels available on a Financial Statement, named T1 Total to T7 Total.

Each total contains the same set of columns as the detail lines on the statement. When a Line row is printed on the statement, the report writer automatically adds the row amounts, for each column, into all seven of the total levels.

If you want to print the subtotal for a number of Line type rows, you should define a T7 Total row after the Line types rows. This prints the current totals held for each column in the T7 Total. This is the total of the preceding Line rows.

As soon as a T7 Total row is printed, the T7 total values are set to zero. However, because the line values are added into all seven total levels, the total amount is retained in the T6, T5, T4, T3, T2, and T1 Totals. This means you can specify another T7 Total row further down your report, which is only an accumulation of the rows defined since the previous T7 Total row.

If you want an overall subtotal of all the rows printed so far, you should specify a T6 Total row. The T6 Totals are also set to zero as soon as the total row is printed, but again the values are retained in the higher level totals, that is T5, T4, T3, T2, and T1. In other words, the totals work on a hierarchical basis.

Using the total rows, you can specify up to six levels of subtotaling. You should use T1 Total for the grand totals at the end of your report.

SunSystems automatically prints a single line of dashes before each subtotal, that is for totals T7 to T2, and a double line after the T1 total.

Identifying the Total Levels for a Report

When you set up Financial Statements, you should work out in advance where your totals are going to be. Make the grand total of the statement the T1 Total. Then look for the largest subtotals within the financial statement. These are probably your T2 Totals. Between each T2 Total, look for the next largest subtotals and make these T3 Totals, and so on.

When you define the total line in the statement rows, enter a Name on the row which is to be printed on the total line, and identify the normal sign for the total.