When expanded reporting is desired, as opposed to a collapsed or rolled up view, it may necessary to apply bulk styling to headers and total rows. Instead of custom styling each header or total row through an entire report, a more preferred method may be to style all headers and totals through the use of a macro.
Bulk Style all Header and Subtotal Rows
When multiple tiers, or subaccount layers, exist in a Chart of Accounts it's not necessarily preferable to custom style every subtotal row throughout a report. Rather, most likely, all headers carry the same style and all subtotals do too. By use of defined macros a user can apply bulk styling preferences quickly and easily.
- Using a P&L report as an example, migrate to the Income section.
- Keeping each Account Type section intact (ie: Income and Total Income), replace any existing chart of accounts with macros which will drive the template to become dynamic.
- On the first row below Income type in the header placeholder by using the macro: %%headers%%
- On the second row use the Account Sorter button to insert the desired styling for the subaccounts. Refer to this article to learn more about using Account Sorter
- Finally, insert the subtotal placeholder by using the macro: %%totals%%
- Return to each row and apply styling as desired. IE: The %%totals%% row may need to be bolded and in a larger font than the accounts or header row.
- The custom styling that is applied to headers, accounts and totals will carry through the entire section. Therefore, using this same example, if multiple parent accounts exist inside Income the user will find that all parent accounts in Income carry the same styling edits based on the formatting applied to the %%headers%% macro.
- Repeat the above steps in each Account Type section of the report (COGS, Expenses, etc).
Example 1: The below template shows that the user desires to have all header accounts in the Income section highlighted blue and all subtotal accounts highlighted green.
Here is how the the same template renders the chart of accounts when it is previewed based upon the styling/highlighting edits that were made.