The Rows menu allows you to show or hide the accounts with activity, determining which rows are displayed in the financial statement and giving you a simple way to identify active accounts. In a Trail Balance statement, you can also show or hide the Current Year Earnings row.
The behavior of the Rows menu is consistent with the Analytics nested grid, as it shows the result for the first dimension, which in Financial Statements is the Statement Group category.
Use the activity filter
Use the Rows menu as an activity filter to switch between viewing rows with Activity, No Activity, and All (accounts with both activity and no activity)*.
Activity: Only the accounts for which there have been transactions in the selected period and where the result is not zero. Typically, this is the default view.
No Activity: Only the accounts with no transactions in the selected period. These rows have a white background. The results depend on how up-to-date your source data is. For example, you might see accounts that have been discontinued.
All: Combines the other two options to show all accounts, regardless of whether a transaction has occurred. For example, in the second image below, there’s a statement group called Right of Use Asset Depreciation, which would previously not have shown in the selected period, as the transaction values are nil.
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*Depending on the database you are analyzing, the options might be different, as your administrator can customize the option labels in Designer to meet your business requirements. The labels are usually in the context of Activity, No Activity, or All. |
Hide the current year earnings in a Balance Sheet
By default, the current year earnings row displays on the Trial Balance statement, but you can hide it from view.
Click the Rows menu and clear the Current Year Earnings checkbox. Your selection persists in favorites and dashboards.
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