Add rows to a custom report
Choose Add row, then the place the row goes, then what it shows: accounts, a subtotal, a statement total, a heading, a blank line, a calculation or a statistic. Drag a row by its grip to move it, and drag it right to indent it. A hidden row is still counted in the totals.
Add a row
- Choose Add row. A gap appears after every row.
- Choose the gap where the new row goes. Press Escape or Add row again to stop.
- Choose what the row should show, then fill in its panel.
All rows opens an outline of the whole report, with Find a row by its name and the same choices.
The kinds of row
| Row | What it shows |
|---|---|
| Accounts | One or more accounts from your chart, added up. Choose whether to show the lines under it or the total only. |
| Subtotal | Adds up the rows you tick, each with a plus or a minus. |
| Statement total | A total from the standard statement, such as Gross profit. It always agrees with the statement, whatever you call it. |
| Heading | A title for the rows under it. |
| Blank line | Space between two parts of the report. |
| Calculation | A margin, a figure per unit, days, or a formula of your own. |
| Statistic | A figure that is not money, such as headcount, units, customers or floor area. |
Calculation and statistic rows explains the last two.
Move, rename and style a row
- Move. Drag a row by its grip. A heading takes its rows with it, and dragging right indents a row.
- Rename. Change the Name in the row's panel.
- Style. Normal, Bold, Total or Grand total.
- Hide. The row disappears from the report and is still counted in the totals. Show brings it back.
- Duplicate or delete from the foot of the row's panel. Undo takes back up to 200 steps.
Where the accounts do not settle it, Direction says whether a higher figure is better or worse, which decides how a variance is marked.
Accounts in no row
An account the report does not show yet is listed under Not in this layout, with buttons to put it in a row. Nothing is left out of the totals without you seeing it.
Rows with no figures
A row that is nil in every column stays in the editor with a note. While Hide lines with no balance is on, readers do not see it, and it is left out of prints and files.
Cash flow sections
In a cash flow section you can regroup accounts within each part, rename or hide the standard totals, and add headings, calculations, statistics and blank lines at the end. The standard totals cannot be deleted.