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Press the Show Lines button to edit your report.
If you would like to design a new report but do not want to start from scratch, use the Report Assistant to pull up a generic report to use as a starting point.
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Macro Report Design
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When designing a report from scratch, it is necessary to decide on the macro design. This is done in the first screen of the Design Financial Statement editor. The report number is the number or alpha characters that you will use to pull up the report (the report name). After naming the report, enter the Report Title. The report title will display (generic titles usually work best i.e. Balance Sheet, Income Statement, etc.). The report title section allows you to set important universal parameters like the divisor. Larger companies will usually display their G/L amounts in thousands or millions for the sake of readability. Check the Exclude Zero Lines box if you do not want G/L line items to display that have zero balances.
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Budget – if the column type is budget data, the user needs to identify which budget to print.
Base Column – if this column type is a % of Total, Variance or Variance as % the user needs to identify the first column for comparison. In the % of Total column type only the base column is needed.
Base Column 2 – if this column is a Variance or a Variance as %, select from the drop down list the second column that will provide the number to calculate the difference.
Base Row – if the column type is % of Total, select the line that contains the total on which to base the percentage. This is usually the Total Revenue line of Income statements.
Defining and editing line detail
Once in the report editor your can add lines using the add line button or delete them with the delete line button .
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