|
Print Financial Statements |
  
|
|
Print Financial Statements |
|
The appearance of this form depends on this Company’s Account segment structure. A Company having multiple Account segments such as Departments, Divisions and Funds would have additional boxes for Division and Fund. Those boxes would be similar to the Department box in this example. A Company that has only the Financial segment would have no segment boxes.
The Report, Year and Period and Compared To boxes determine common characteristics of this report request.
The Individual and/or Consolidated, and the All or Selected options in the segment boxes determine how many variations of the fundamental report are generated.
The example below illustrates a Company that has Departments but no other Account segments.
Report
Income Statement produces a Statement of Income and Expenses.
Balance Sheet produces a Balance Sheet.
Year and Period
Year specifies the fiscal year.
A Balance Sheet is presented as at the end of the specified Period.
An Income Statement is presented for the period beginning on the first day of the From Period
and ending on the last day of the To Period. The From Period and To Period may be the same.
Compared To
Previous Year when checked means include a comparison to the Previous Year.
It is available for both Income Statement and Balance Sheet when comparative data exists for that previous year.
Budget when checked means include a comparison to Budget.
It is available for an Income Statement when data exists in the budget data exists.
Department
A Department box or equivalent is presented when Departments are applicable.
Each Department Individually means generate an individual report for a Department.
Consolidate Departments means generate a consolidated report for Departments.
Individually and Consolidated combines the two individual choices above.
All means generate these reports for all Departments.
Selected means generate these reports only for Departments in your Department List.
To review or change your Department List click the Select button.
Examples
Assume there are 5 Departments in total and 3 of them are in your Department List table.
Consolidated Departments
All or Selected: All
This generates 1 consolidated report that includes all Departments.
Each Department Individually
All or Selected: Selected
This generates 3 reports. There is 1 report for each of the 3 Departments in your Department List table.
Individually and Consolidated
All or Selected: All
This generates 6 reports. There is 1 report for each of the 5 Departments plus 1 consolidated report that includes all Departments.
When Divisions or other Account segments are available the report choices are the same.