Comparative Business Report

Choose this option to print a comparative report, showing one time period compared to another.
This report can be generated at any time, for any date range combinations, for any layout setup as Type O (Other) in Statement Layouts.
Budgets can also be printed.

For confidential purposes, special Security Roles can be defined, limiting access to this report through Menu Security.

The prompts are:

LAYOUT NUMBER

Enter an existing layout code or select from the eligible layout codes in the drop-down list.
Only Type O (Other) layouts can be used for this report.
Layouts can be setup in Statement Layouts.

The layout description will print on the financial business report as the report title.

PRINT DIVISION DETAIL

This is an information display field only.

If the report layout has been setup in Statement Layouts with divisions specified in the G/L account detail, then this report will automatically be printed in division detail and this box will be checked to identify that this feature is being used.
If the layout has NOT been setup with division detail, this box will display unchecked.

DIVISION, "ALL" OR "SEL"

This field is skipped if the selected layout has been designed to print the G/L accounts using division detail.
All divisions will automatically be included and the report will respect the divisions specified in the layout setup.

If the layout is not setup to Print Division Detail, a division range can be specified.

• Type ALL to include all divisions in the report.
• To print the report for a single division, leave this field blank for the Head Office Division, or enter a specific division code, or select a division from the drop-down list.
• Type SEL to select multiple divisions or use Accounting regions to include in the report, as outlined in Division Select By Region.

Note: This G/L report does not respect Divisional Restricted Views set by operator assigned Access Values.

1st COLUMN:

PERIOD 1 START

Enter the beginning date of the first column, where this is year one for the compare.
e.g. 04/01/XXX1

PERIOD 1 END

Enter the ending date of the first column.
e.g. 04/30/XXX1

TRANSACTION LOCATION

Select one of:

• Select Current use the posted transactions from the current GL file.
• Select History to use the transaction detail from the GL history created when the GL was compressed.

2nd COLUMN:

PERIOD 2 START

Enter the beginning date of the first column, where this is year two for the compare.
e.g. 04/01/XXX2

PERIOD 2 END

Enter the ending date of the first column.
e.g. 04/30/XXX2

TRANSACTION LOCATION

Select one of:

• Select Current use the posted transactions from the current GL file.
• Select History to use the transaction detail from the GL history created when the GL was compressed.
• Select Ignore to exclude this column completely from the report.

3rd COLUMN:

PERIOD 3 START

Enter the beginning date of the first column, where this is year three.
e.g. 04/01/XXX3

PERIOD 3 END

Enter the ending date of the first column.
e.g. 04/30/XXX3

TRANSACTION LOCATION

Select one of:

• Select Current use the posted transactions from the current GL file.
• Select History to use the transaction detail from the GL history created when the GL was compressed.
• Select Ignore to exclude this column completely from the report.

PRINT BUDGET AMOUNTS

Uncheck this box to suppress the budget amount columns.
Check this box to print the budget amounts for each account in each time period, as established in Enter Budgets.

PRINT SUMMARY BY ACCOUNT

If the layout has NOT been setup specifically with details by division, then this prompt applies.

Check this box to print only the account totals.
Uncheck this box to print the report with totals by account within division.

REPORT OPTIONS

This value defaults to the operator preference as defined in Operators.
Select one of the output options to Print a report or export the data to Excel as outlined in Report Options.

Note: Generally spreadsheet output does not include totals, as the spreadsheet tools can be used to formulate and manipulate the data.
However because this report is generated from a Layout, the totals and subtotals defined by the layout are respected.

Finished?

Click the ACCEPT button to generate the report, or CANCEL to abort.