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Row Data - Advanced

Advanced settings for Row Data in the Report Builder screen

Sandra McCarthy avatar
Written by Sandra McCarthy
Updated this week

Row Data is the Report Setting section where you choose what you want to display as Rows within your report Data.



For Advanced row data options based on your Account Tree click the ADVANCED setting option.

Advanced Configuration

In the left side, choose the Account Tree and toggle on (green) or off (grey):

  • KPI and Metric Rows that are configured within the Account Tree

  • Show the calculation rows

In the Account Tree preview on the right side you can:

  • For each level 1 header in your Account Tree

    • Display the detail rows as Accounts or Business Units

  • Hide Sections or individual Calculation rows

  • Then APPLY SELECTION

After Advanced settings have been applied, this will show in the Builder Screen Account Tree setting as Custom:

  • Click the Cog to update the ADVANCED settings

⚠️Clicking RESET will remove all the Advanced settings

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