Adding a Line Definition

Line Definitions allow you to define the format structure of your report and can reflect:

•      Descriptive rows of the reports, such as “Cash” or “Total Revenue”

•      Any total or inter-row (line) calculations

•      General Ledger codes

•      Links to line formats or external spreadsheets   

To create a simple Line Definition, click on the Lines bar to open the lines Navigation Pane:

1.  Select the Lines Definition folder and then click on the New  icon:

a.  Type a name and label for the new Line Definition in the New Lines pop-up box.

b.  Click OK.

2.  Click the Build tool on the Ribbon.

c.  A list of available accounts will appear.

d.  Select one or more accounts from the list, and then click the OK button. (Prospero will then add the selected account(s) to the Lines Definition.)

3.  To insert additional lines, select a cell in the Line Definition grid and right-click. Select the Insert line option to open the Insert window.

4.  In the Insert window, select the number of lines to insert and then the OK button to confirm your action. You can specify inserting above or below the current line by checking the Insert at bottom checkbox.

Conversely, to remove a line, highlight the entire line in the Line Definition grid and right-click to select the Delete line option. When prompted, select the Yes button to confirm your delete action.

5.  Click Save to save the new Lines Definition. (Any pending changes will be indicated with an asterisk until you save the Report Definition.)

For more information on the specific fields defined in each Line definition refer to the Line Fields topic.