Create a Multi-Period Statement of Change Report
If you want a multi-period statement of change report that looks like this example, follow the steps listed below.
Note
If the columns in this example do not line up, maximize your browser.
Report period mm/ccyy
Period ending mm/dd/ccyy
All amounts converted to U.S. Dollars
|
|
+-------------- Net change --------------+ |
|
|
|
|
Current Quarter |
Year-to-Date |
Current balance |
|
Revenue |
|
|
|
|
Sales |
2,522,248.31 |
59,861,965.04 |
62,855,063,29 |
|
Discounts Given |
(16,803.52) |
(687,735.93) |
(722,122.73) |
|
Total |
2,505,444.79 |
59,174,229.11 |
62,132,940.56 |
|
|
|
|
|
|
Expense |
|
|
|
|
Cost of Sales |
237,036.44 |
4,166,617.02 |
4,374,947.87 |
|
Supplies |
(2,384.28) |
(51,214.00) |
(51,214.00) |
|
Labor |
(27,441.30) |
(620,379.63) |
(620,379.63) |
|
Total |
207,210.86 |
3,495,023.39 |
3,703,354.24 |
|
Change in Net Assets |
2,298,233.93 |
55,679,205.72 |
58,429,586.32 |
-
Use the Financial Reports Format Maintenance (GFM) program to create a format like this:
|
Seq |
|
Accts |
Total 1 |
Per-cent to use |
Type |
Total to add to |
Line desc |
Spaces to indent |
Lines to space |
Under-line |
|
100 |
T |
|
|
|
|
|
Revenue |
|
0 |
|
|
200 |
Y |
400 |
|
105 |
R |
10 |
Sales |
3 |
0 |
|
|
300 |
Y |
405-406 |
|
105 |
R |
10 |
Discounts Given |
3 |
0 |
- |
|
400 |
Y |
|
10 |
|
R |
401 |
Total |
7 |
1 |
|
|
500 |
T |
|
|
|
|
|
Expense |
|
0 |
|
|
600 |
N |
542 |
|
|
E |
20 |
COGS |
|
|
|
|
700 |
N |
628 |
|
|
E |
20 |
Freight |
|
|
|
|
800 |
N |
810-855 |
|
|
E |
20 |
Taxes |
|
|
|
|
900 |
Y |
|
20 |
105 |
E |
30 |
Cost of Sales |
3 |
0 |
|
|
1000 |
Y |
501 |
|
|
E |
30 |
Supplies |
3 |
0 |
|
|
1100 |
Y |
422 |
|
|
E |
30 |
Labor |
3 |
0 |
- |
|
1200 |
Y |
|
30 |
|
E |
401 |
Total |
7 |
1 |
= |
|
1300 |
Y |
|
401 |
|
R |
|
Change in Net Assets |
|
0 |
|
Note
The accounts in this example are from a sample database; yours will be different. You probably have additional revenue and expense accounts.
1See Creating a Statement of Change Report, which is a very similar report, that uses a different method to achieve the same result.
-
Use the Financial Reports Header Maintenance (GHH) program to set these parameters:
|
Report type |
Round option |
Include commas? |
Credit sign |
|
N |
1 |
Selected |
( |
-
Use the Financial Reports Print (GP) program to print the report, using these parameters:
|
Report type |
Exclude zero amounts? |
Beginning period |
Heading for this date range |
|
N |
Cleared |
First period |
Current Quarter |