Financial Report Examples

Use the Financial Reports Format Maintenance (GFM) program to add, change, copy, and delete formats for financial reports. See Background and Road Map for more information.

Rather than include one long example report, this section has short examples of each report type. The program supports these report types:

Report Description	Display report example for
Balance Sheet	Single period Account listing
Profit and Loss: Actual to Last Year	Single period	Multiple period
Profit and Loss: Actual to Budget	Single period	Multiple period
Profit and Loss: Last Year to Actual to Budget	Single period	Multiple period
Profit and Loss with Percentage Calculation	Single period	Multiple period
Statement of Change	Single period	Multiple period
Activity Report	Single period
Trial Balance	Single period
Budget Planner		Multiple period
History Report		Multiple period
Operating Report		Multiple period
User-defined Report	Single period

The round option selected in Financial Reports Header Maintenance may be overridden when report width exceeds 185-characters. Whole numbers will appear for printed and spooled output; file output will include decimal values if appropriate for the selected round option.

See these reports for examples of the use of specific fields in the Financial Reports Format Maintenance program:

Fields	Example Report
Print Y, N, and T R	Create a Balance Sheet Create a Balance Sheet that Lists Accounts
From GL acct no To GL acct no	Create a Balance Sheet
Total 1 Total 2	Create a P & L: Actual to Last Year Create a Statement of Change Report Create a Multi-Period Operating Report
% to use	Create a Multi-Period Statement of Change Report
Accum % of total	Create a P & L with Percentage Calculation Create a Multi-Period P & L with Percentage Calculation
Print column	Create a Balance Sheet
Lines to space N	Create an Activity Report
Fixed MTD amount Fixed YTD amount	Create a P & L with Percentage Calculation