Create a History Report

If you want a multi-period history report that looks like this example, follow the steps listed below. You enter the current period. The report includes the previous 11 periods.

Note
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Report period 12/ccyy
Period ending 12/31/ccyy
All amounts converted to U.S. Dollars
All amounts rounded to ONES

GL acct	01/yy	02/yy	03/yy	04/yy	05/y	06/yy	07/yy	08/yy	09/yy	10/yy	11/yy	12/yy	Totals

542	Cost of Goods Sold
ACT:	40745	84579	47947	56667	160878	363888	513104	493574	792141	861963	1141074	2579111	481471

820	State Taxes
ACT:	0	0	0	580-	0	0	0	0	12600-	3764-	5148-	4518-	26610-

GL acct	Description
	05/yy	06/yy	07/yy	08/yy	09/yy	10/yy	11/yy	12/yy	01/yy
542	COGS
BUDG:	170,000	370,000	500,000	500,000	800,000	900,000	730,000	120,000	50,000
ACT:	160,878	363,888	513,104	493,574	792,141	861,963	727,835	104,173	20,732
VAR:	9,122	6112	13,104-	6426	7859	38037	2165	15827	29268

820	State taxes
BUDG:	15,000	15,000	15,000	15,000	15,000	15,000	15,000	15,000	15,000
ACT:	12,987	13,203	11,202	15,099	16,132	15,656	14,876	14,132	14,323
VAR:	2013	1797	3798	99	132-	656-	124	868	677

Use the Financial Reports Format Maintenance (GFM) program to create a format like this:

Seq	Print	Accounts	Total 1	Type	Total to add to	Line desc	Spaces to indent	Lines to space	Under-line
100	Y	542		E		Cost of Goods Sold		0
200	Y	820		E		State Taxes		0

Note
The accounts in this example are from a sample database; yours will be different.

Use the Financial Reports Header Maintenance (GHH) program to set these parameters:

Report type	Round option	Include commas?	Credit sign
O	1	Cleared	-

Use the Financial Reports Print (GP) program to print the report, using these parameters:

Report type	Exclude zero amounts?	Beginning period Ending period
O	Cleared	First period Last period