How to create a rollup financial statement

We also have training available for designing financial statements.

1. Select Reports, Financial Statements. Highlight the Income Statement and click the Design button.
2. Locate the Line Description button for the section of your Income Statement that you want to roll up.
   •  EXAMPLE: The Income section 
3. Right-click the Line Description button you’ve selected.
4. Select Properties.
5. In the lower right, select Rollup from the Print field drop-down list.
    TIP: If you don't see Rollup in the drop-down list, use the down arrow on your keyboard to find it. 
6. In the Rollup Mask field, type the leading digit or digits for the account group you're rolling up.
   •  EXAMPLE: If you're rolling up the income accounts and they begin with the number 4, type 4 
7. After the leading digit, type zeros for the rest of the digits until you get to the department code.
   •  EXAMPLE: If your income accounts each consist of for digits before the dash and department code, type 0000 
8. Then type asterisks for the department code.
   •  EXAMPLE: If your income accounts have a department code consisting of a dash and one last digit, type ** 
   •  EXAMPLE: Combining steps 6-8, your example Rollup Mask is 40000**  

 NOTE: If you want to change the name of the rollup, change it from ROLLUP in line 5 to "summary" and change the text. It will now roll up with the new text.