Adding a Line Definition

Line Definitions allow you to define the format structure of your report and can reflect:

•      Segment information

•      Descriptive rows of the reports or budget plans, such as “Cash” or “Total Revenue”

•      Any total or inter-row (line) calculations

•      Links to line formats or external spreadsheets   

To create a simple Line Definition:

Step 1: Click on the Lines bar to open the Lines Navigation Pane.

Step 2: Select the Line Definitions folder

Step 3: Click on the New icon

Step 4: Type a name and label in the New Lines pop-up box and click OK when done.

Step 5: Click the Build option on the ribbon. A list of available accounts will appear.

Step 6: Select one or more accounts from the list, and then click the OK button.

Step 7: Click Save or Ctrl+S to save the new Line Definition.

To insert additional rows:

1.  Select a cell in the Lines workspace and right-click.

2.  Select the Insert lines option to open the Insert window.

3.  In the Insert window, select the number of lines to insert. You can specify inserting above or below the current line by checking the Insert at bottom checkbox.

4.  Select the OK button to confirm your action.

To move a row:

You can drag-and-drop your columns from one location to another if necessary.

1.  Highlight the entire column by clicking on the column label

2.  Drag (and then drop) the column to the desired location.

To remove a row:

1.  Highlight the entire row in the Line Definition workspace grid.

2.  Right-click to display the pop-up menu.

3.  Select the Delete lines option.

4.  When prompted, select the Yes button to confirm your delete action. 

For more information on the specific fields defined in each Line definition refer to the Line Fields topic.