Create a Summary Row (Classic view)

If you select 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:

  1. In the Rows window, select the checkbox of the row(s) to indent under the summary row.
  2. Select Indent. 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:

  1. In the Rows window, select an indented row by selecting its checkbox.
  2. Select Outdent. The row will no longer be part of the summary row.

Last Published Monday, October 13, 2025