Setting Financial Statement Formatting Options
The Financial Report Builder enables you to set row-level formatting options to give you fine-tuned control over the look of your custom financial statements.
Other formatting options are available in the Financial Report Builder More Options Page. These are report-level, not row-level.
You can set the following format options for all types of rows:
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Font options, for row text and numerics
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Font size
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Bold
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Italic
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Color
Note:To change the font for a row, you must enable the option in your personal preferences. For details, see Changing the Font for a Report Row.
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Line options, for row borders
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Line placement (above row, below row, above & below row)
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Line type (solid, dashed, dotted, double)
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Line size
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Line color
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Row color options, for row backgrounds
You can set the following additional format options for rows that display amounts, including section account rows, summary rows, and reference rows:
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Show Currency – Check to display a currency symbol with row amounts. This preference is also available at the report-level on the More Options page. The row-level preference overrides the report-level preference.
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Reverse Sign – Check to change positive row amounts to negative, and negative row amounts to positive. Use this option when the database positive or negative value differs from what is expected for financial reports. When you select this option for a row, it affects all dynamic total calculations that include that row's value. After you select this option, be sure to run the report and review the accuracy of all total rows.
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Prefix – Enter text to display immediately before each row amount.
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Suffix – Enter text to display immediately after each row amount, such as USD.
You cannot change whether account numbers are displayed. Account names include account numbers when the accounting preference Use Account Numbers is checked.
To set row-level format options:
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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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In the Layout outline, select the row for which you want to set format options.
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Make changes in the Format box in the right pane.
Changing the Font for a Report Row
By default, all reports are displayed using the Open Sans font. To change the font for a report row, you must enable the related personal preference.
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Go to Home > Set Preferences.
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On the Analytics subtab, select Customize Font on Financial Reports, and click Save.
This setting changes the default font on your financial reports to Arial and enables you to change to a different font in the Financial Report Builder.
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.