Rollup items

Security

Rollup items typically represent lines of a financial statement. Rollup items are defined by the segment items and/or rollup items or combinations they include.

Example

A rollup item could combine all segment items and/or rollup items that would go into the Accounts Receivable line on a balance sheet.

Rollup items for built-in rollups are read-only. To learn more about built-in rollups, see "Rollups".

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Calendar Period

Calendar
The GL calendar to use for the financial view.
Expression

A period expression which defines a relative reporting period for the financial view. You can select a period expression from the drop-down list or enter a period expression directly in the field. To explicitly specify a reporting period for the selected calendar, use the Year and Period fields instead.

The dropdown contains the following common period expressions:

  • Current
  • Current - 1 period
  • Current - 1 year

For help with proper period expression syntax, click the help button to the right of the field.

Year
The year from the GL calendar to use for the financial view. If a period expression is entered in the Expression field, ActivReporter automatically updates this field for you.
Period
The period from the selected year to use for the financial view. If a period expression is entered in the Expression field, ActivReporter automatically updates this field for you.

 

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Rollup items security

Common accesses available on rollup items

Access A user with this access can...
Change Use the mass change action on rollup items.
Change Logs Access change logs for rollup items.
Data Have read-only access to rollup items from anywhere in the software (e.g., field validations, filters, date expressions).
Edit Edit rollup item records.
Export Export rollup item records from ActivReporter.
Import Import rollup item records into ActivReporter.
Read Read rollup item records.
Report Run reports with rollup item information.
Report Designs Create and edit report designs with rollup item information. This access enables the Report Designs button on the Output tab of report dialogs.
Shared Answers Create and edit saved answers related to rollup items.
Shared Filters Create and edit shared filters on rollup items.
Visible View the [Rollup Items] folder in the Navigation pane.