Expand or collapse account group rows in a table in the financial statements

If a dynamic table has trial balance data, you can expand or collapse account group rows. When you expand an account group, you view the information and figures for each account in the group. When you collapse an account group, you view the total amount for the accounts in the group.

To expand or collapse a row:

  1. Select the arrow pointing down () to expand a row.

    The expanded row shows the figures for each account in the group. It also shows any available information (such as note references) for each account.

  2. Select the arrow pointing up () to collapse a row.

    The collapsed row shows the total amount for all accounts in the group.

You can also expand or collapse the groups while editing the table.

To change group settings:

  1. Select the table.

  2. Select More actions (), then choose Edit Dynamic Table.

    The table opens in edit mode.

  1. Select More actions (), then choose Collapse to hide all accounts in a group.

    To show all accounts in the account group, select Expand ().

  2. Select More actions (), then choose Do not indent detail rows to display the accounts in the group without indentation.