Report Rows

Report Rows

Article Content: This Is A Step By Step Guide On How To create, edit, and manage Report Rows that define account structure, calculations, and layout for financial statements.

Report Rows define the structure, layout, and account logic used in financial statements. They determine which accounts appear, how totals are calculated, and the order in which financial data is presented.

Step-By-Step

Step 1: Navigate to System Setup → Report Setup → Report Rows.

This screen displays a list of all existing row definitions used when generating financial statements such as the Balance Sheet and Income Statement.


Step 2: To create a new row definition, select New.

Here, you can:

  • Enter a Row ID and Row Description

  • Add account numbers or account ranges

  • Select a row type:

    • Detail

    • Total

    • Blank line

    • Text-only

  • Define calculation options such as adding, subtracting, or totaling specific rows

After configuring the row, select Save & Close.


Step 3: To edit an existing row definition, select the row from the list.

You may:

  • Update selected accounts

  • Adjust calculation settings

  • Change row descriptions

  • Insert or remove rows

  • Modify the display format

Once the changes are complete, click Save & Close.

Step 4: All Report Row details are maintained on a single General tab:


Step 5: These row definitions are applied when designing or running Financial Reports. They allow you to control the order, totals, and formatting of each line to create consistent, accurate financial statements.

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