A Row Set defines the format and content of the rows in an FSG report. In FSG, the commonly assumed attribute for a row definition is an account assignment, whereas the attribute for a column definition is a time period (amount type).

When you define a row set, you can:

• Assign accounts - to indicate which general ledger account balances you want to include in the row. You can assign an individual account or range of accounts to each row. Furthermore, you can specify which ledger or ledger set on which you wish to report.

  Note: If you use reporting currencies, you can specify which reporting currency you want to report on using the Ledger segment in your account assignment and using the corresponding ledger name.

• Define calculations - to perform a variety of complex computations in your report. The calculations can refer to any previous rows in a report, including rows you choose not to display.

• Specify formatting - to control page breaks, indentation, line spacing, and underline characters.

• Secure row set definitions - to only allow specific row sets to be used, viewed, or modified by certain users.

You can define a new row set, or use FSG's AutoCopy feature to copy an existing row set, which you can then modify as needed.

To define a row set:

1. Navigate to the Row Set window.

2. Enter a Name and Description for the row set. Do not use the ampersand (&) symbol in your Row Set name.

   Choose an XBRL taxonomy if you want to use the row set to generate XBRL output.

3. (Optional) Select the Enable Security checkbox to apply Definition Access Set security to your row set definition. Definition Access Sets are an optional security feature that allows you to control access to your General Ledger definitions. For example, you can prevent certain users from viewing, making changes, or using your row set. If you do not enable security, all users will be able to use, view, and modify your row set.

   If the Assign Access function is available for your responsibility, the Assign Access button is enabled once you check the Enable Security checkbox. Choose the Assign Access button to assign the definition to one or more Definition Access Sets with the desired privileges. For more information, see Definition Access Sets.

   If the Assign Access function has been excluded from your responsibility, you will not be able to view the Assign Access button in the row set window. You can still secure the row set by checking the Enable Security check box, but only Definition Access Sets that are AutoAssigned will be automatically assigned to this row set. See your System Administrator for more information on Function Security.

4. Choose Define Rows.

   The Rows window appears.

5. Enter a Line number for each row of the row set. The line number controls the order in which rows appear in a report. You also use the line number when creating a row calculation.

6. Enter a Line Item description for each row. This appears as the row label on any report you run using this row set.

7. (Optional) Enter the Format Options, Advanced Options, and Display Options for each row.

   Note: If you want to create a report which reverses the commonly assumed attributes for row sets and column sets, you should also set your Balance Control Options for each row.

   If you assigned an XBRL taxonomy for the row set, choose an XBRL Element for the row. If the XBRL Element field is unavailable (grey), define an XBRL taxonomy in the Row Set window. Rows without an assigned XBRL element are not present in XBRL output.

8. To have the row generate account balances on your report, choose Account Assignments to assign accounts to the row. To create a calculation row (for report totals and subtotals), choose Calculations.

   Note: A row definition can have account assignments or calculations, but not both.

9. Define additional rows for the row set (steps 4 through 7).

10. Save your work.