Detail Levels in G/L Templates

Each line item in a template represents a comment, an individual account, or the start, end, or total of a group of accounts. However, whether a line item on a template displays in the window or in a report depends upon the relationship between the values in the following fields:

Line Items in a Window

All line items always display on the original template on which they were entered. Information about comments and start/end groups also displays in the window, unless they are in a called template that does not display in its expanded format.

When you create a comment or a start/end group, assign it a number from 0 (zero) to 9 in the Det field.

Line Items on a Report

The report generator uses the number assigned to comments and start/end groups to determine how many levels print on a report. To display comments and start/end group information on a report, enter a number in the Det field that is less than or equal to the number in the Detail Level field in the G/L Report Generator window on the Options tab.

Levels of Detail in a Window

When you create a template, assign it a number from 0 (zero) to 9 in the Level field. This number determines the level of detail that displays in the window.

Levels of Detail on a Report

When you create a report, assign it a number from 0 (zero) to 9 in the Detail Level field in the G/L Report Generator window on the Options tab. To print all possible detail levels on a report, enter 9 in the Detail Level field.

Levels of Detail for Called Template Start/End Groups

When you add a start/end group by calling another template, the system assigns it a 9 in the Det field, however, you can change the default setting.

To display the start/end group information in an expanded format (showing all groups and subgroups) on the window, enter a number in the Det field that is less than or equal to the number in the Level field.

To display the start/end group information in an expanded format on a report, enter a number in the Det field that is less than or equal to the number in the Detail Level field in the G/L Report Generator window on the Options tab.

See Also:

G/L Report Template Maintenance Overview