Row Information - Reference Number/Row Information
You can use the Row Information - Reference Number/Row Information to set parameters for the rows being listed.
To open the Row Information - Reference Number/Row Information screen, click a Reference Number on the Rows tab.
Row Information screen
Topics in this section include:
Screen Description
The fields on the Row Information - Reference Number/Row Information screen are:
| Field | Description |
|---|---|
| Reference Number | The row reference number. |
| Row Options |
The type of data that appears in the row on the report. See the Row Option table for more information. The selected row option determines the fields that appear. |
| Row Text | Allows the user to add an alternate row option description. |
The Row Options available are:
| Row Options | |
|---|---|
| Option | Description |
| Row Heading | Tells the system you would like text heading in the first column with no data to the right. |
| Row Description | Prints a normal detail line, an accumulation of a specified set of accounts. |
| Total 1,2,3,4,5 and 6 |
A Total line sums the values of previous detail lines up to a previous Total line. You can use Total lines to sum up sections of the report, and to create sums of the sums. See Total Line Examples below. |
| Reference | Tells the system that this line is for reference purposes only and will not be listed on the report. |
| Line | Tells the system to generate a horizontal line across the report, used for layout. |
| Blank Line | Tells the system to generate a blank line across the report, used for spacing. |
| Page Break | Tells the system to insert a page break after the row. |
The Additional Fields available are:
| Additional Fields (Optional) | |
|---|---|
| Field | Description |
| Show Column Heading | Available when row heading is selected and determines if the column headings should be shown. |
| High Performance Value & High Performance Description | Allows for a value and corresponding description to be loaded that can represent a suggested performance level that you wish to meet. |
| % of Reference Number | Allows you to list a percentage value to the right that represents the calculated dollar value as a percentage of the value calculated on the reference number row. |
| Increase/Decrease % | Allows you to adjust the balances up or down by a given percent. |
| Reverse Negative Values | Allows you to show negative balances as positive values. |
| % Change |
Enter the percent change you want to adjust the value by in this row. For example, 10.5 increases the value by 10.5 percent. |
| Reverse Sign | Whether to reverse the sign of the value. If selected, a positive value is displayed with a minus sign in front of it, and a negative value is displayed with no minus sign. |
| Show Account Details for Row |
Determines whether to display row account details. This option is set on a row-by-row basis. For this field to be available, you must enable the Access Fin Report Detail Lines switch in 997 - Global Security. If this parameter is activated, the Use Row Settings, Detailed Only, and Summary & Detail options appear on the Print Options and Financial Book Run screens. As such, use the Use Row Settings option if you want the printed or emailed versions of the report to hide or display the account detail lines based on the Show Account Details for Row parameter. If this parameter is enabled, then Show Column as % of Reference will always display 100%. Therefore, you should disable this parameter when using Show Column as % of Reference. |
Use these buttons to complete your work on the Row Information - Reference Number/Row Information screen:
| Button | Function |
|---|---|
| Save | Saves the changes made on the Row Information - Reference Number/Row Information screen and returns to the Rows tab. |
| Close | Closes the Row Information - Reference Number/Row Information screen without saving and returns to the Rows tab. |
| Delete | Deletes the selected row. |
Total Line Examples
A Total line sums previous detail lines:
| Report Row | Result |
|---|---|
| detail A | 1 |
| detail B | 1 |
| Total 1 | detail A + detail B= 2 |
Entering another Total line performs a sum up to the previous Total line only:
| Report Row | Result |
|---|---|
| detail A | 1 |
| detail B | 1 |
| Total 1 | detail A + detail B= 2 |
| detail C | 10 |
| detail D | 10 |
| Total 1 | detail C + detail D = 20 |
If you want to find the sum of all previous detail lines, you can use a Total line of the next number (if previous was Total 1, next is Total 2) to sum the previous totals:
| Report Row | Result |
|---|---|
| detail A | 1 |
| detail B | 1 |
| Total 1 | detail A + detail B= 2 |
| detail C | 10 |
| detail D | 10 |
| Total 1 | detail C + detail D = 20 |
| Total 2 | Total 1a + Total 1b = 2 + 20 = 22 |
IntelliDealer provides up to 6 levels of summation. In the this example, a letter is used after a Total line number to uniquely identify the Total line being used for visualization purposes only. Letters are not used with a Total line when setting up a report in IntelliDealer.
Here's how it would look to use a Total 3 line:
| Report Row | Result |
|---|---|
| detail A | 1 |
| detail B | 1 |
| Total 1a | detail A + detail B= 2 |
| detail C | 10 |
| detail D | 10 |
| Total 1b | detail C + detail D = 20 |
| Total 2a | Total 1a + Total 1b = 2 + 20 = 22 |
| detail E | 100 |
| detail F | 100 |
| Total 1c | detail E + detail F = 100 + 100 = 200 |
| Total 2b | Total 1c = 200 |
| Total 3 | Total 2a + Total 2b = 22 + 200 = 222 |
Report Layout Example
You can format the report layout using Row Options such as Lines, Blank Lines, Row Headings, Row Descriptions and Page Breaks.
