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.
Style or Insert 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 cause the template to become dynamic.
- First, click onto the Income row so it is highlighted and then migrate to the "Insert" tab at the top of the toolbar and insert a row below Income.
- Second, on the new row below Income, type in the header macro by using the following format: %%headers%%
- Third, on the row below %%headers%% use the Account Sorter button to insert the desired macro for the subaccounts. Refer to this article to learn more about using Account Sorter
- Finally, insert another row below the subaccounts macro and type in the subtotals macro by using the following format: %%totals%%
- The layout should appear like the screenshot below (Income, headers, accounts, totals, Total Income)
- 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: The below template shows that the user desires to have all header accounts in the Expense 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.