Create a summary row

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Create a summary row

If you selected a Tree Structure format, you can indent rows. These indented rows can be used to capture cost transactions. The parent node acts as a summary row, summarizing the information present for each of the indented “child” rows. You cannot enter information directly into a summary row.

To create a summary row by indenting

In the Rows window, select the checkbox of the row(s) to indent under the summary row.

Click the Indent button. The row immediately above will become a summary row. All monetary values in the detail lines below a summary row will be rolled up to the summary row automatically.

To outdent a row

In the Rows window, select an indented row by clicking its checkbox.

Click the Outdent button. The row will no longer be part of the summary row.

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