Each report is composed of row definitions, which control what types of rows are printed on the report. For example, the report can show only a specific header text or a title, accounts, and totals, where the given title is printed first, followed by the accounts defined in the row definition, and after the accounts, the total for those accounts. Additionally, formula rows can be defined, which can be used for various calculations for internal accounting purposes.
Other instructions can also be given on each line, such as print order, whether to print 0 lines, possible indentation, etc.
Row definitions are maintained in the view Reports – Settings – Row Definitions. At the top of the screen, the header information for row definitions is displayed, and at the bottom, the actual row definitions are shown.
The default report templates are displayed on an orange background, while the editable templates are shown in different shades of gray.
Instead of modifying the original row definitions, it is preferable to take a copy of the original that can be edited. This way, the original definitions are still available for use if needed.
Copying is started by selecting the desired row definition by checking it and clicking the Copy button at the top. This will copy both the header information of the row definition and the actual row definitions:
The copied row definition is shown in the bottom of the list. After this, the row definition created by copying is selected by marking it and clicking the Edit button.
The line configuration no. will be the number provided by the program. Give the new row definition a descriptive name and save it.
After this, the row-specific definitions can be modified. The row definition is selected by clicking on the corresponding row, making it appear in blue. At the bottom of the screen, the actual definitions for that row are displayed.
Row definitions can be edited directly on the row by clicking the Edit button at the end of the desired row, which will change the row into edit mode.
Alternatively, row definitions can be edited by selecting the desired row by checking it and clicking the Edit button above the row controls or by pressing the Edit button located on the right side of the row.
In this case, the information will open in a separate view for editing:
Line configuration no. is automatically retrieved from the line specification. Order – number can be used to define the order in which the lines are printed on the report.
Text information is used for Finnish language prints, and Text EN and Text SV information is used for English and Swedish language prints. If there is nothing defined in the EN and/or SV field, the Finnish text in the Text field will be used for English and Swedish language prints.
Additionally, if necessary, other reporting languages can be activated by specifying the required languages in the accounting settings (Settings – General – Accounting Settings). In this case, the line definitions (and account details) will also display their own name fields for these languages.
Item type can be one of the following:
1 Title; only the name/title provided in the Text field will be printed on the report.
2 Accounts; the report will print the accounts for the given account period one by one with their totals, each account on its own line.
3 Total; the report will only print the total sum of accounts within the given account period, not each account separately. The row title will be the name given to the row specification.
4 Accounts + Total, the report will print the accounts for the given account period individually with their totals, as well as the total for those accounts after the account lines
5 Title + Accounts + Sum, the report will first print the title (the text provided in the name field), followed by the accounts of the specified account range one by one with their sums, and then the total sum of those accounts after the account lines. The Sum line will also print the title name.
6 Calculation Formula, the report will print the result based on the information given in the Formula field.
10 Revenue, when using the column definition Revenue comparison %, the income statement revenue line must also be defined as a Revenue type line. This allows the program to know which amount (=revenue) to compare to.
Account Start, Account End –this row specification prints the details of the accounts according to the specified account interval provided here.
Form field allows you to define different formulas to calculate the result for the respective row. Formulas can be defined for the Header and Formula rows. For example, using the formula (T4500:T4599)+(T5000:T5999) calculates the total sum of the accounts in the ranges 4500-4599 and 5000-5999.
Sign change –the setting allows the sign to be changed if necessary. On reports, the signs are usually changed for the liabilities on the balance sheet and the accounts on the income statement.
For the income statement and balance sheet, amounts are taken from the Sum field of transactions, where credit entries are in negative values.
Text style and size –this setting is not currently taken into account.
Page break –setting “Yes” will insert a page break before the specified row on the report. This setting only applies to PDF outputs.
Zero rows hidden -setting to "Yes" means that the row will not be printed on the report if the row's sum is 0. This setting can also be used on a header row to hide the title if there are no transactions for that account range.
Hide row setting is only available in the financial statement.
To table of contents setting is only available in the financial statement.
Indentation-the data can be used to control the size of the insertion. The larger the value given here, the larger the insertion will be for that line in the report.