Adding Subsection Examples
On the Financial Report Builder's Edit Layout page, you can add subsections within any financial statement section or header and summary row grouping. You can indicate the subsection's parent section or parent header/summary row grouping by your selection in the Child Of dropdown or by the subsection's placement in the Layout outline. You may need to add a new header and summary row to group data from multiple subsections.
The following steps provide examples for adding subsections.
Creating Two Income Statement Fixed Assets Subsections
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Go to Reports > New Financial Report, and choose the Standard Balance Sheet Layout.
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On the Financial Report Builder Edit Layout page, modify the Name for the report as desired.
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From the Add Row/Section list, select Add Header and Summary Rows.
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Edit the Header Label to be Fixed Assets (new) and the Total Label to be Fixed Assets (new) - Total.
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From the Add Row/Section list, select Add Financial Section. In the popup, choose Use Existing Shared Section, and select Fixed Assets from the Section Name/ID list. Click OK if a popup appears asking you if you want to continue.
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Edit the Header Label to be Accumulated Depreciation (new) and the Total Label to be Accumulated Depreciation - Total.
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In the Child Of list, select Fixed Assets (new).
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On the Section subtab, click Edit Criteria, and click OK in the popup. Check Use Expressions. Select Account Name from the Filter list, and in the Filter popup, select all accumulated depreciation accounts.
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In the Layout outline, select the original Fixed Assets section, and change Child Of to Fixed Assets (new).
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On the Section subtab, click Edit Criteria, and click OK in the popup. Check Use Expressions. Select Account Name from the Filter list. In the Filter popup, change the list selection to None Of, and select all depreciation accounts.
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Click Save.
Creating a Cash Flow Statement Depreciation Expense Subsection
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Go to Reports > New Financial Report, and choose the Standard Cash Flow Statement Layout.
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On the Financial Report Builder Edit Layout page, modify the Name for the report as desired.
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From the Add Row/Section list, select Add Financial Section. In the popup, choose Create New Section.
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Change the Header Label to Depreciation Expense and the Total Label to Depreciation Expense - Total.
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In the Child Of list, select Adjustments to Net Income.
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In the Display list, select Can not Expand.
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On the Section subtab, select Account Name from the Filter list, and in the Filter popup, select all depreciation accounts.
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On the Format subtab under Account Row Format, check Reverse Sign.
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In the Layout outline, select the Fixed Asset section.
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On the Section subtab, click Edit Criteria, and click OK in the popup. Check Use Expressions. Select Account Name in the Filter column. In the Filter popup, change the dropdown to None Of and select all depreciation accounts.
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Click Save.
You need both the Financial Statements permission and the Report Customization permission to customize reports in the Financial Report Builder. If you do not have necessary permissions, contact your account administrator. See Giving Access to Financial Statements for more information.