Understanding the Data with Grouping Elements Row Definition Type

Tutorial (Release 9.2 Update):Click here to view a recording of this feature.

Use the data row definition type and select the Row Definition Grouping check box to set up a row definition that specifies how the system will group and summarize account balances. With this configuration, you can select up to 10 grouping elements to use to summarize (group) account balances.

The system retrieves account balances based on the data selection specified in the rows and columns on the statement, and on the data selection for the statement version that you run.