Configure Custom Tables to hold financial and non-financial data specific to your business.
Custom tables hold elements specific to your business, in addition to what is already included in the general ledger and staffing data. For example, website visitors, units sold, average sales price, # of customers, or bookings.
Create Custom Tables from Settings ⚙️> Custom Tables:
Create multiple custom tables to efficiently organize data for viewing, reporting, and sharing. Note, in the screenshot above we have two tables which are "Sales Model" and "Custom Reporting".
Select Manage Tables to add a new table, rename an existing table, delete an existing table, or reorder tables. The name defined here will appear on the setup menu as well as in the Plans view and UA Picker.
Once the table is defined, add rows for each custom data point desired. Utilize Blank Rows to organize the lines for display purposes in plans. There are 3 Row Types available: Section, New Line, and Reference.
Section
A grouping of rows for organizational purposes.
- Name
- Free text field
- Determines the name that will appear in plans, reports, and dashboards
- Optionally Subtotal a Section by selecting the ellipsis (. . .) to the left of the Section and choosing + Add Subtotal
New Line
A line that values can be input into the plan via manual input or Driver as well as house historical data.
- Name
- Free text field
- Determines the name that will appear in plans, reports, and dashboards
- Format
- Choose Money ($), Percent (%) or Number (#)
- Determines the display of the value in plans, reports & dashboards
- Period Value
- Choose Beginning Balance, Ending Balance, Sum, or Average
- Determines the aggregation of data over time in reports and dashboards
- Color
- Select a color
- Determines color if Custom Line is included on a Dashboard tile
Notes:
The color for a Subtotaled Section will display as gray in Dashboards when the rows within the section are not the same color. For the Subtotaled Section to not display gray in Dashboards, verify all rows within the section are set to the same color.
- Allow Import
- Select Yes or No
- Determines if the row should have actuals imported to it by connecting a Google sheet or via an Excel upload.
Reference
Display the value of another account outside of the same Custom Table for reference purposes. For example, it may be helpful to display Headcount from Staffing or Revenue per the GL with a Custom Table.
- Reference
- Select the series for the value to be displayed in the table using the UA Picker
- Include Sub-Accounts/Lines
- Select Subtotal Only (0 Level), 1 Level, 2 Level, etc.
- Determines how many child lines should be displayed for the given reference
- For example, if a Revenue Reference row is added with 1 Level, the table would display the parent Revenue account plus the first level of children/sub-accounts of Revenue
Blank Row
Adds a blank row in the Plans view to space sections, new lines, and reference rows for display purposes.
Utilize the ellipsis (. . .) menu for additional options including copying a section of the given Custom Table to another Custom Table (Copy to Table) or copying a row within the same Custom Table (Clone).
