Create a User-Defined Report

If you want reports that look like these two examples, follow the steps listed below.

Note
Maximize your browser to display these examples.

Example A

Report period  mm/ccyy
Period ending  mm/dd/ccyy
All amounts converted to U.S. Dollars
All amounts rounded to ONES  

PTD actual

YTD actual

Var

%

 

PTD last year

YTD last year

Var

%

13,008,378

100,118,268

87,109,890

8

Sales revenue

9,729,780

41,131,306

31,401,526

4

Example B

Report period  mm/ccyy
Period ending  mm/dd/ccyy
All amounts converted to U.S. Dollars
All amounts rounded to ONES  

 

PTD actual

PTD last year

Var

%

YTD actual

YTD last year

Var

%

Sales revenue

13,008,378

9,729,780

3,278,598-

1

100,118,268

41,131,306

58,986,962-

0

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

Seq

Print

Accounts

Total 1

Total 2

Type

Total to add to

Line desc

Spaces to indent

Lines to space

Under-line

100

Y

400

 

 

R

 

Sales Revenue

 

0

 

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

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

Report type

Round option

Include commas?

Credit sign

U

3

Selected

-

  1. Click Other info and select these values for these fields:

For Example A:

Acct desc column

Column detail

Var calc

% calc

Var calc

% calc

1

2

3

4

5

6

7

8

1st

2nd

1st

2nd

1st

2nd

1st

2nd

C

B

E

H

I

A

D

H

I

2

1

2

1

6

5

6

5

For Example B:

Acct desc column

Column detail

Var calc

% calc

Var calc

% calc

1

2

3

4

5

6

7

8

1st

2nd

1st

2nd

1st

2nd

1st

2nd

B

B

A

H

I

E

D

H

I

2

1

2

1

6

5

6

5

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

Report type

Exclude zero amounts?

Beginning period
Ending period

U

Selected

Same