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wnie's avatar
wnie
New Contributor
2 years ago

How to bring in another dimension into rows and only apply it to certain accounts

I am building a balance sheet report where accounts will show on the rows. Under accounts receivable, we'd also like to show its payor breakdown which we use UD3 for the payor data. Is there a way to...
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JackLacava's avatar
JackLacava
Honored Contributor
2 years ago

There are a couple of basic strategies. The simplest, imho, is:

  • Have at least two Rows, one for your A/Rs and one for other Accounts.
  • On the A/Rs row, add the UD3 expansion
  • On the other rows, point to UD3#None or UD3#Total, adding the clause :Name(" ") to the filter - so that the header will be blank.

This way, the A/Rs rows will expand UD3 details, whereas the others should look unexpanded.