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Insert rows and section rows in a table

Use the insert feature to add additional row elements to your table.

Section of rows

Sections are blocks of information and is comprised of sub-sections.
To insert a section of rows:
  1. In your report, highlight a row in an area of the table where you want to insert your section.
  2. Select
    Insert
    ,
    Insert Section
    .
  3. Name your section.
  4. Select display options for the new section using the toggle buttons, section heading, descriptions, and filters.
  5. Select the
    Link Element
     feature to link to a section of your report, like a note or another table.

Add categories, accounts, and data capture

This area of the report is the sub-sections.
To add categories, accounts, or data capture (sub-sections) to your table:
  1. Go to
    Categories
    ,
    Accounts
    , or
    Data Capture
    .
  2. Select the information you want to add, then select
    Add
    .
  3. Choose options for your new sub-section.
  4. Select
    OK
     when complete.

Insert total row

To insert a new total row:
  1. Highlight an area of the table where you want to insert your total row.
  2. Select
    Insert
    ,
    Insert Total Row
    .
  3. Enter a name, total narrative (name of the row that'll appear on the face of the table) and select your display and positive total options.
  4. Select
    Link Element
     to link to a section of your report, like a note or another table.
  5. Select the options you want to include in the total calculations.
  6. Select
    OK
     when complete.

Insert calculation row

To insert a calculation row:
  1. Highlight an area of the table where you want to insert your calculation row.
  2. Select
    Insert
    ,
    Insert Calculation Row
    .
  3. Enter a name, a narrative (name of the row that'll appear on the face of the table), and select your display options.
  4. Select
    Edit
     on the
    Row Expression
     field.
  5. Select and assign calculation values to the row. Complete each field based on the value you select.
  6. Select
    Link Element
     to link to a section of your report.
  7. Select
    OK
     when complete.

Insert header row

To insert a header row:
  1. Highlight an area of the table where you want to insert your header row.
  2. Select
    Insert
    ,
    Insert Header Row
    .
  3. Name your header row.
  4. Select display options for the new header row using the toggle buttons.
  5. Select
    OK
     when complete.

This article applies to:

  • PRODUCT: ONESOURCE Statutory Reporting
  • Subject: Reports

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