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ABOUT MANAGEMENT REPORTS
If there are specific report formats or account groupings that you need to review, that aren’t covered by a regular Profit and Loss report, this is where you can use the finance account groups & custom reporting formats to configure your own management reports.
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The custom report formats can be used in the following report types:
Fiscal report, 12 months (310)
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This report shows you your actuals and fills in the rest of the 12 months with a budget you’ve created.
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Fiscal report, year-to-date actuals (464)
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This is a simple report that shows you the totals from the start of the year:
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Period and year-to-date (313):
See a comparison of one period to another, plus the year to date totals.
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Period and year-to-date by customer (329)
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This is the same as the above but shows the customers.
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Statement of accounts by dimensions, 12 months (314)
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This is one of the most popular reports as it shows your specified accounts by month and you can also select what dimensions you want to see. Is this example, the ‘client group’ dimension has been selected.
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Group divide takes 2 accounts and divides them by each other to get a percentage
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Notes:
Reverse sign - will make the credits positive and the debits negative. If you use it for one, use it for all
To show a single account on a line, use the account sum type and put the same account in from & to
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Decide how it looks:
Display title - change ‘new group’ to the group name
Sort by - the order they go in (suggestion - put multiples of 5 in here so you can add groups in later)
Bold font - good for totals
Underlining - use for the last group before the total
Lines before and after - to separate your groups
Page break before and after - i.e. put your income on one page and your overheads on another
EXAMPLE
This:
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Creates this:
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ACCESSING YOUR REPORT
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