Working with Custom Line Items

Use the Custom Line Item wizard to create the custom line items you add to your reports and alerts. A custom line item contains specific pieces of data that you want to report. A custom line item consists of the following components:

Component	Description
System line item and/or custom line item	Include one of the system line items Aloha Insight provides, or an existing custom line item.
Number	Include numbers, such as an integers, negative numbers, or decimals to build complex calculations.
Mathematical operators	Include mathematical operators to create expressions that provide you with data that fits your needs. You can add, subtract, divide, or multiply any line item by a number or another line item.

The Custom Line Item wizard displays the custom line items you created. The list box contains the following:

Custom Line Item Name

— Contains the name entered for the custom line item on the Custom Line Item Properties screen.

Last Modified

— Contains the date the custom line item was last modified.

Modified By

— Contains the name of the person who last edited the line item.

Select ‘Show All Custom Line Items’ to view custom line items created by other users. You must have appropriate security access to view all custom line items.

When you select a line item in the list box, the formula displays underneath the list box as a read-only statement. This feature allows you to view the formula of any custom line item.

To view the properties of an existing custom line item, select the line item and click View Properties. This allows you to read a description of the custom line item, and determine the category from which you can obtain the custom line item when building reports in the Reports Builder module.

Anytime you make changes to a custom line item, the changes reflect in all the reports that use that custom line item. For example, you have a custom line item averaging your daily sales by the number of hours you are open and you change your hours of business. After you edit the custom line item, the reports that use the custom line item reflect the changes.

Delete Button

To delete a custom line item:

1.	Select the custom line item.

2.	Click Delete. The system checks to see if the line item is in use. If the line item is in use, a prompt displays notifying you to delete the line item from all reports or alerts.

3.	Click Yes on the Confirm Delete screen.