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#424 Comparison Financial Reports
Function
This supplement will provide you with comparative financial reports for multiple fiscal years. It is available for both the Balance Sheet and Agencywide Revenue and Expense report. You have the option of comparing 2, 3, 4 or 5 years.
Things You Should Know
Operating Instructions
The From date will be populated with the first date of your current fiscal year. The To date will represent the current period. Neither date can be edited.
Years to Compare: select the number of years you wish to be included on the report.
Balance Sheet: Check this button to generate the Comparison Balance Sheets for the desired number of years.
Note: You will see a Year End button immediately above the Format # combo box. It will be checked or unchecked based on how it was set the last time you generated a Balance Sheet in Financial Reports. This button cannot be edited so if you wish the report to be generated the other way, you need to go to Monthly Processing\Financial Reports and print the balance sheet in the proper format. Then come back to this supplement.
Agencywide Revenue and Expense: Check this button to generate the Comparison Agencywide Revenue and Expense report.
Note: You will see an Include Indirect Detail button immediately above the Format # combo box. It will be checked or unchecked based on how it was set the last time you generated an Agencywide Revenue and Expense report in Financial Reports. This button cannot be edited, so if you wish the report to be generated the other way, you need to go to Monthly Processing\Financial Reports and print the Agencywide revenue and expense report in the proper format. Then come back to this supplement.
This supplement will provide you with comparative financial reports for multiple fiscal years. It is available for both the Balance Sheet and Agencywide Revenue and Expense report. You have the option of comparing 2, 3, 4 or 5 years.
Things You Should Know
- Before you generate these reports make sure you display all cost allocation reports or click Post All Allocations, then display all four financial reports or click on the Post All Financials button.
- Your database must include your organization’s previous fiscal year(s) information for this supplement to work.
Operating Instructions
The From date will be populated with the first date of your current fiscal year. The To date will represent the current period. Neither date can be edited.
Years to Compare: select the number of years you wish to be included on the report.
Balance Sheet: Check this button to generate the Comparison Balance Sheets for the desired number of years.
- Format #: Should you wish to use an available Balance Sheet Category format, make the selection from this combo box.
- With Category Detail: Should you wish to see all GL codes below each category check this button.
Note: You will see a Year End button immediately above the Format # combo box. It will be checked or unchecked based on how it was set the last time you generated a Balance Sheet in Financial Reports. This button cannot be edited so if you wish the report to be generated the other way, you need to go to Monthly Processing\Financial Reports and print the balance sheet in the proper format. Then come back to this supplement.
- Print: This generates the desired report.
Agencywide Revenue and Expense: Check this button to generate the Comparison Agencywide Revenue and Expense report.
- Format #: Should you wish to use an available Cost Category format, make the selection from this combo box.
- With Category Detail: Should you wish to see all GL codes below each category check this button.
Note: You will see an Include Indirect Detail button immediately above the Format # combo box. It will be checked or unchecked based on how it was set the last time you generated an Agencywide Revenue and Expense report in Financial Reports. This button cannot be edited, so if you wish the report to be generated the other way, you need to go to Monthly Processing\Financial Reports and print the Agencywide revenue and expense report in the proper format. Then come back to this supplement.
- Print: This generates the desired report.
