ReportBuilder - Row Settings

A row within a Tabular Section in ReportBuilder can include rows of data, formulas, or notes. The list of options that you can set depends on the Row Type that you choose. For most types of rows, you can choose a title, the number format, and a reporting group filter as well as an alternate style. For Income Stmt Layout, Account Type, and Gain/Loss rows, you can also choose the type and number of Groupings for the row. Hyperlinks for drilldown are shown on amounts on rows that are displayed by account and set to the flat level of detail in Groupings.

Each setting is explained below.

Row Type

Row-type descriptions are available in the dropdown. They include:

• Account Type - Select one of more account types (Income, Expense, Stats, etc) to show sections for only that account type within this row. Note: This is the only row type that will display Stat accounts.
• Formula - Use this to create a formula for this row.
• Gain/Loss Layout - Use this to show a net total by Dimension or Account Category for all account types on the row. This row type will display Expenses as negative numbers.
• Income Stmt Layout - Use this to include the following account types, Income, Expense COGS, Other Income, and Other Expense accounts in an Income Statement format. This layout will show Expense accounts as positive numbers IF the Section is set to show Negatives as Positives. Note: You cannot select an alternate Style when using this layout.
• Text Row - Enter text to display on the row. Leave blank to create a separator row.
  
  

Title

A title can be used to add context to what the rows are displaying. 

• For Account Type, Gain/Loss, and Text Rows, the Title is optional as Martus will display the title of the dimension or account grouping selected below.
• For Formula rows, the Title is Required.
  
  

Num Format

These options are available for presenting numbers:

• Negative Sign - Uses a negative sign with a negative number.
• Percent - Adds a percent sign to a number.
• Cents - Displays the number with two decimal places.
• Parenthesis - Displays a negative number in parentheses.
  
  

Hidden

This setting controls whether the row is hidden when in View Mode. Hidden rows are always displayed in Edit Mode.

Style

Use the default style (none selected), or select an alternate row style. Any row style overrides the default column style, but a custom column style will override the row style. Note: You cannot select an alternate row style when using the Income Stmt Layout.

Types

When using the row type Account Type, you will be given the option to select the Type.

Formula

When using the row type Formula , use the row, column and operator dropdowns to create the formula.

Groupings

Income Statement Layout, Account Type, and Gain/Loss Layout row types allow for various groupings. Groupings applied to the row will override groupings applied to the report via the Settings option. 

Grouping Options

Select one or more groupings based on different type options, and how those groupings are displayed.

• Type:
  • Account - Displays a row per account.
  • Account Category - Display rows based on a Account Category. The number of levels is dependent on the display type selected.
  • Dimensions - Options will vary depending on your system's configuration. Displays rows based on the specified dimension. The number of levels is dependent on the display type selected.
    
    
• Display type:
  • Rollup - Shows the total for a parent and all its children, followed by separate lines for each dimension value. If desired, select a Level to display the hierarchy within a dimension to the specified level. 
  • Expand - Provides a line for the parent and all child dimensions, followed by a total for the parent dimension. 
  • Flat - Values are shown for all dimension values regardless of whether they are parents or children. Hyperlinks for drilldown are shown on amounts on rows that are displayed by account and set to the flat level of detail.
    
    

Reporting Group

Select a Reporting Group to filter the data on this row. 

Row Setting Actions

The actions menu appears at the bottom of the Edit Row modal.

• Add Row Above - Add a blank row above the current row.
• Add Row Below - Add a blank row below the current row. 
• Copy - Make a copy of the current row.
• Cancel - Leave without saving any changes. 
• Update - Update the report, but do not refresh the data or save the changes.
• Update and Refresh - Update the report and refresh the data, but do not save the changes.
• Save - Update the report and refresh the data, and save the changes.
• Remove - Remove the current row.