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Row/Column Reports · Track 2 · Tutorial 3 of 6

Style rows: headers, bold, italics and spacing

Styling tells the reader where to look: a heading that stands out, a subtotal on a shaded row with a line above it, a ratio set apart in italics. Each row carries its own style, set in the same panel you used to build it.

You will needThe Management P&L with its title, Revenue, Direct costs, Gross profit, Gross margin and Selling and marketing rows, from the Build row/column reports track.
By the endThe Management P&L with a bold title, a bold shaded Gross profit with a line above it and a blank line after, Gross margin in italics, and Selling and marketing indented.

1Make the title a heading

  1. Open the Management P&L in the editor and click the title row, Management profit and loss.
  2. Under Text style, click B Header, and click Update Row.

Header styles the row’s name, in the first column. Data styles its figures, and the account lines of a section shown with its accounts. A label row has no figures, so Header is the one that counts.

2Style the subtotal

  1. Click the Gross profit row.
  2. Under Text style, click B Header and B Data.
  3. Under Format, click Background.
  4. Under Skip, click After, and click Update Row.
The style panel for the Gross profit row with B Header, B Data and Background on, Indent level 0 and After on; beside it the Management P&L for Oct-2026: a bold title, Revenue with its accounts and total, Direct costs 240,000 with a line under its figure, Gross profit 160,000 bold on a shaded row followed by a blank line, Gross margin 40.00% in italics, and Selling and marketing 30,000 indented two levels
A line under the figures (1), a bold shaded subtotal with a blank line after (2), italics (3), and an indent (4).

Each setting is a button: click it again to turn it off. Before and After put a blank line above or below the row, which is the way to space sections out; a label row needs text.

3Draw the line above the subtotal

  1. Click the Direct costs row.
  2. Under Format, click Underline, and click Update Row.

Underline draws a line under the row’s figures, not under its name, so put it on the row just above a subtotal. Double underline is the usual style under a final total.

4Set off the ratio and indent a line

  1. Click the Gross margin row. Under Text style, click I Header and I Data, and click Update Row.
  2. Click the Selling and marketing row. Under Indent level, click 2, and click Update Row.

Indent levels run from 0, the report’s outermost level, to 4. A new row starts on 1.

5Check the result

  1. Click Save, then View.

Check

The title is bold. Direct costs has a line under its figures. Gross profit is bold, name and figures, on a shaded row with a blank line after it. Gross margin is in italics, and Selling and marketing sits further in than the rows around it.

6If something goes wrong

What you seeWhat to do
The name is bold but the figures are notHeader styles the name only. Click B Data as well.
The line is under the subtotal, not above itUnderline is on the subtotal row. Turn it off there and turn it on for the row above.
A row is missing from the reportHide is on under Display. Click it to turn it off.
A style doesn’t show in the reportThe row was not updated. Click the row, set the style again, and click Update Row, then Save.

Want more detail? See the documentation

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