These steps will allow you to change the shading of account levels in your customised reports. For example, you could choose to change the colour or grade of the shading, completely remove the shading, or assign different properties to each account level. 


Account level shading cannot be customised in Cost Centre reports (with the exception of the Cost Centre Comparison report) - as such the example below will use a Budget Analysis report template. 


It is assumed that you are familiar with the Report Designer. If this is not the case you should first read the Report Designer: General Concepts.


Change Account Level Shading


  1. From the Reports list, select Budget Analysis and Percentage Variance template and click Create Copy.

    Step_1


  2. Select the Copy of Percentage Variance template from the list and expand the Edit Template options. Edit the template name, report title, and description as required and click on the Design Template Layout button (colour_step_2a).

    Step_2


  3. Select the AccountsList.NameForReport table cell, and click on the small arrow in the top right hand corner of the table cell to open the tasks menu.

    Step_3


  4. In the tasks menu, click on the ( ... ) button next to Formatting Rules to open the Formatting Rules Editor. The formatting rules editor allows you place conditional formatting on report controls.

  5. Start by clicking on the Edit Rule Sheet... button in the formatting rules editor.

    Step_5


  6. Select ParentAccountsShading then click on Background Color and select an appropriate colour.

    Step_6


  7. You should repeat these steps for all the cells in this row. To test your results, simply exit the Report Designer and run a Budget Analysis report with the copied template selected.

Remove Account Level Shading


  1. Return to the Formatting Rules Editor (Steps 2-4 from Change Account Level Shading Colour above).

  2. In the rules applied to this control list select ParentAccountShading, then click the left arrow/less than button (remove_step_2a).


Remove_Step_1

Note

  • By doing this we have removed the rule entirely and will no longer have any shading on account levels. You should repeat these steps for all the cells in this row. To test your results, simply exit the Report Designer and run a Budget Analysis report with the copied template selected.


Apply Shading to Specific Account Level


  1. Return to the Formatting Rules Editor (Steps 2-4 from Change Account Level Shading Colour above).

  2. Ensure that ParentAccountsShading rule is applied to the control. If it is not, select ParentAccountShading, then click the right arrow/greater than button (apply_step_2a).

    Apply_Step_2


  3. Click the Edit Rule Sheet... button in the formatting rules editor then select ParentAccountsShading from the rule list. With Condition selected, click on the ( ... ) button to open the Condition Editor.

    Apply_Step_3


  4. With the Condition Editor open, edit the text field so that it reads the following:
    [HasChilds] And [AccountLevel] == 2
    This means that accounts at level two will be shaded. Click OK.

    Apply_Step_4

    Note – You could edit this rule to any level.


  5. If you wish to create multiple rules to achieve multiple shading levels click the plus (apply_step_5a) button and populate the properties on the right.

    Apply_Step_5


  6. You should repeat these steps for all the cells in this row. To test your results, simply exit the Report Designer and run a Budget Analysis report with the copied template selected.