Row templates make it easy to manage multiple tables, both Boardeaser's and your own, in a standardized way. With the help of row templates, one can reuse the same set of rows for several tables but vary the columns.
Show row templates
Click "Financials" > "Components" in the left menu. You'll see current row templates under the "Row Templates" tab.
There are ready-made row templates for these three categories:
- Income statement
- Balance sheet
- Cash flow analysis
For each category there are four variants of row templates, here sorted from least to most detailed:
- Executive
- Summary
- Business
- Complete
New row template
First, create a table whose rows will become a row template and save. Click "Financials" > "Components" in the left menu. You'll see current row templates under the "Row Templates" tab. Enter a name and select the table you want to form a row template.
Replace table with row template
If you want a table different than the current one to form the row template, click "Select table" for Boardeaser's row templates or "Edit" for a custom row template. Click “Restore Default Template” to use Boardeaser's original table as the row template.