Specifying how custom groups are displayed

Steps to specify how a custom group is displayed

For each custom group element, you can choose whether to display only its name, its individual items, or both. For more information on each option, see Specifying how custom group elements are displayed. By default, only the name is displayed on a report. You can also format element headers and the items. For more information, see Formatting custom groups.

For the custom group as a whole, you can select whether to:

Allow hierarchical display, as opposed to a flat listing. For an expanded description, with an example, see Enabling hierarchical display of custom groups.
Allow subtotals.
Display element headers above or below the items of the custom group.

For more information and examples, see the Custom Groups and Consolidations chapter in the Advanced Reporting Help.

Prerequisite

This procedure assumes you have created a custom group. For instructions, see Creating custom groups.

To specify how a custom group is displayed

Open the custom group in the Custom Group Editor. (How?)
For each custom group element, set whether to display only element names, only individual items within the element, or both. How?

To use hierarchical display or change the position of the element header, at least one custom group element must be expanded.
Select Options from the Custom Group menu. The Options dialog box opens.
To see the custom group in a hierarchical structure, select Enable Hierarchical Display.
To allow subtotals for the custom group, select Enable Subtotals Display. For more information on subtotals in custom groups, see Enabling subtotals for custom groups.
To set the position of the element header on the report, select one of the following options:
- Above child elements
- Below child elements
Click OK to return to the Custom Group Editor.
Save the custom group. (How?)