Row Maintenance

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Use this form to specify what you want to display vertically on the report; it is a key component of web reporting. You must have set up relevant trees in Tree Maintenance and allocated accounts to them in GL Account Tree Maintenance before defining your report rows.

On Report Maintenance if you tick Transpose this can become the column format and go across the page rather than rows down the page.

There are five types of rows:

• Comment - This is text you want to appear in the report row. This is primarily used for headings.
• Tree - This is a detailed line that will contain values; it must relate back to a standard tree and branch.
• Total - This is used to sum detailed (tree) lines. You can also include some minor calculations, such as dividing or multiplying by a constant value. For example, to calculate expenses as a percentage of sales.
• Account - This is a detailed line that will contain values; you specify the specific account numbers to include, wildcards are available.
• Account Type - This is a detailed line that will contain values; it will sum the value of all accounts of a specific type.

The Row Maintenance form contains a number of options.

Code

Enter a name for the row structure, up to 30 alphanumeric characters long.

Description

Enter an extended description for the row structure.

Tree

Select the GL Account Tree used to report rows of type Tree.

Once selected, the tree becomes read-only. If you have selected an incorrect tree, a new Row Maintenance must be created.

Default Style

Select a style to default to new rows as they are added. This can be overridden by selecting a style at the row level.

In Development

If a row is used in published reports, you must set it to In development to make changes. All existing published reports using the row format are deleted. If you don't want to delete existing published reports, you need to copy the row format and create a one.

Active

Select this option if this row format can be used in designing new Financial Reports.

Entering Rows

Row No

Enter a manual number to determine the order in which the rows displays using WebView. It is advisable to leave gaps in your numbering so that you can add new rows between existing ones if necessary at a later time.

Line Type

Specify whether the row is a Comment, Tree, Account, Account Type, or Total row. The selection made will determine what additional information must be specified for the row.

Comment Row

Enter this to support a comment row:

Style

Select the style format to apply to the comment. If there is a conflicting style on a column it will take precedence.

Caption

Enter the text (or space if applicable) to print on the comment line.

the text does not wrap around and you cannot force a new line by pressing CTRL-Enter. You can create two comment lines to print a heading/comment that extends beyond the web page width.

Calc/Branch/Account/Type

This is not applicable for a comment row.

TCode

Not applicable for a comment row.

Tree Row

A tree row is used to add figures/values to your report. The tree must relate back to the GL Account Tree selected on the main form.

Style

Select the style format to apply to report values. If there is a conflicting style on a column it will take precedence.

Caption

Enter any text you want to appear on the row. This will identify the value that is being displayed within the row in relation to the selected tree branch. If you don't type anything it uses the branch name.

Calc/Branch/Account/Type

Double-click to select a tree branch. Pressing Enter selects the highlighted branch (may display below the line), and pressing Tab will select the branch lined up on the row. To move back up a level, press Shift+Enter.

TCode

Enter a TCode (Transaction analysis tree short code) value if you want this row to only display for a specific TCode

Account Row

Enter this to support an account row:

Style

Select the style format to apply to the account. If there is a conflicting style on a column it will take precedence.

Caption

Enter the text to print on the row. This will identify the account.

Calc/Branch/Account/Type

Enter the characters for your general ledger account or range of accounts. To choose all values for a particular segment, use an asterisk. To select all values for one position within a segment, use a ?. For example, 10.*.* returns all accounts with 10 in the first segment. 10.*.1?? returns all accounts with 10 in the first segment and those where the last segment begins with a 1.

TCode

Enter a TCode value if you want this row to only display for a specific TCode.

Account Type Row

Enter this to support an account type row:

Style

Select the style format to apply to the account type. If there is a conflicting style on a column it will take precedence.

Caption

Enter the text to print on the row. This will identify the account type.

Calc/Branch/Account/Type

Select the type of account to display, for example, Income, Expense.

TCode

Enter a TCode value (Transaction analysis tree short code) if you want this row to only display for a specific TCode

Total Row

Enter this to support a total row:

Style

Select the style format to apply to the report total value. If there is a conflicting style on a column it will take precedence.

Caption

Enter any text you want to appear on the row, to represent the total.

Calc/Branch/Account/Type

Enter the detail of what is to be totaled or calculated. You can use the four standard numeric operators (+, -, * and /, and brackets) to indicate the order in which calculations are performed.

A calculation can see a specific row and column value. For example, C30/C20R10 would use the value from the specific cell of row 10 and column 20. This can be useful when you are trying to display a value per quantity for example, if you have kilometers display on one row then you want to calculate the spend per kilometer.

You cannot sum a range of rows. You must add each one to the formula independently.

Alternative Column Format

If a column format is specified here, the row displays using this format instead of the one defined at the report level. You can use this where one row in a report is to display quantities or year to date values while the rest of the report is monthly values.

The column format must have the same number of columns as the main one used for the report for example, if the main column format has six columns and you specify an alternate format with eight columns, only the first six would display.

Visible

Use this indicator to specify rows to use for calculations, without actually displaying them on the report.

Reverse Sign?

Select this option to reverse the sign on the values displayed, this applies to both positive and negative numbers.

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