Hi SSteffler,

If you do not want accounts within a particular range to Expand to one row for each account, you can choose to delete the .Range cell value in Column A for that row. Thus when you Expand a sheet, that row will remain consolidated and only show the total for all accounts within the range, and not the account breakdown.

If you want some account range(s) to Expand and show details, and other account range(s) to remain summarized, you can do tht do. You have to enter the accounts that you want to see detail for on one row, and the accounts that you want to remain summarized on a separate row. On the row that you want to show individual account on Expand, ensure that .Range is in the cell on column A, and for the summarized-only row, ensure that the cell in column A is blank.

Perhaps check out the Financial Reporter webinars for particulars on how the structure of statement design works.

As finanical statement requirements are often unique to the company, you may want to be in touch with your Adagio consultant to assist, as seeing and working with the statement will be easier than attempting to describe specifics on an online forum.