Using Reporting Groups in ReportBuilder

Modified on Wed, Aug 27 at 9:06 AM

A commonly needed report is an income statement based on reporting groups. Reporting groups allow you to group any combination of accounts and/or dimensions.


In this report example, reporting groups are used to create a customized, streamlined report.



In edit mode, the report example above is made from two sections.


The first section displays one row for each reporting group. These rows are used to bring in the reporting groups, and are hidden in the report. 



Each reporting group row in this section has a Title, Type, and Reporting Group defined. These rows are set as Hidden, and will not show in view mode.



The second section displays one formula row per reporting group needed. These rows are not hidden, and since they are formula rows, they do not show the totals.



Formula rows need a Title, and to reference the reporting group row in the Formula.



Once the formula rows are added, you can now insert additional rows for formatting the report, and for setting total lines. Don't forget you can use a Text row for clarifying text or just to add empty space. Custom styles can also be used to enhance the report.






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