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Account Tree setting in Row Data

The Account Tree setting has moved to the Row data section in Report Settings

Sandra McCarthy avatar
Written by Sandra McCarthy
Updated today

Row Data

Part of the Report Settings, Row Data allows you to choose how the rows in your report are displayed. From this section you can set the Account Tree to be referenced as well as the amount of detail to display from the Level setting.

Account Tree

Account Trees provide flexibility in your reporting layout by allowing you to map your existing accounts to different saved views and add additional details like sub-totals and KPI rows. Select the Account Tree you would like to use from this dropdown.

Tip: 💡browse to Report Tools - > Account Trees to create an Account Tree.

Show accounts -> Level

Sometimes shown in report criteria as Account Level this determines the level of account detail to display in the resulting report. A lower number means less detail, while a higher number means more detail.

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