Financial Statement Rows
Most financial statement output is displayed in financial sections, which are subsets of financial data organized by accounts or other dynamic criteria. In addition to sections, financial statements also can include the following types of rows:
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Header and summary rows: Display a heading over multiple related sections and rows with a linked summary row at the bottom that displays a summarized amount for all rows listed under the header row.
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Formula row: Displays a custom calculation based on values of other rows in the financial statement.
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Reference row: Displays a value referenced from a financial section or rows in another financial statement. (Available only for Balance Sheet and Cash Flow Statement reports).
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Text row: Displays static text or provides a blank row in between financial statement sections.
The Financial Report Builder enables you to add, move, delete, and edit all of these types of rows in a custom financial statement.
To make changes to custom financial statement rows:
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Start the Financial Report Builder, and ensure an editable custom layout is selected in the Edit Layout page. For information, see Accessing the Financial Report Builder.
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Do any of the following:
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To add a row, select a row type from the Add Row/Section list in the Layout outline.
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To move a row, select it in the Layout outline, and click the up arrow or down arrow buttons.
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To delete a row, select it in the Layout outline, and click the delete button.
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To edit a row, select it in the Layout outline and make changes to its properties in the right pane of the Edit Layout page.
Different edits are available for different types of rows. See the following:
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For information about editing sections, see Financial Statement Sections.
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.