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Although conditional expressions are not supported in title rows, you can customize title rows by adding conditional expressions in a row above the title row.
To open a report or financial statement layout for editing, choose File > Report Designer. In the Reports list frame, click the plus (+) sign next to the document type folder to expand the list, and then double-click a report or financial statement layout to open it in the design grid.
Prior to making changes to a financial statement we recommend that you save the original copy by choosing File > Save As to save the report with a different name. To restore a predefined report in which changes have been made, you can choose File > Restore Default.
The following example describes how to display different column headings based on the client’s current period.
Income Statement – Current Year – Prior Year
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In the design grid of the Report Designer, select row 1 by clicking on the row number, and then choose Insert > Row > Above.
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With row 1 highlighted, choose Insert > Conditional Expressions.
- Create a conditional expression that prints rows 1 through 4, if the variable [Client.AccountingProcessing.CurrentPeriodEndDate] is less than (<) the variable [Client.AccountingProcessing.CurrentFiscalYearEndDate].
- Select rows 1 through 4 in the design grid, and choose Edit > Copy.
- Select row 5 and choose Edit > Paste.
- With row 5 highlighted, choose Insert > Conditional Expressions.
- Create a conditional expression that prints rows 5 through 8, if the variable [Client.AccountingProcessing.CurrentPeriodEndDate] is equal (=) to the variable [Client.AccountingProcessing.CurrentFiscalYearEndDate].
- Select cell B6, remove the variable and enter One Year to change the contents of the cell to One Year Ended.
- Repeat for cell D6.
- Save the report changes by choosing File > Save As.