How to Mass Load Leaf Members in Report Sets

When building a new report set or editing an existing report set, use the mass load feature to select a roll-up node (parent member) and pull all of its leaf-level members into the report set. This creates individual lines for each leaf member, which eliminates the need to type or copy and paste each member individually.

To use the mass load feature in the report set, do the following:

1. Navigate to Reports.

2. From the File Cabinet, select the report set for which you want to use the mass load feature.

3. From the More menu, click Single Dimension under Add Lines & Rules.
   

4. Select the roll-up node, and then select Leaves from the Options drop-down.

5. Click Add. All leaves from the selected roll-up node appear in the row set. In the example below, the PPE account is selected with Leaves. When this account is added to the Cash Flow Detailed Rowset, all the leaf members in this roll-up node appear.