The Statement of Activities report allows you to print a statement of the net amount posted to your Income and Expense accounts for the specified period.
Filters
| This report runs based on your currently selected period. Change the currently selected period to run the report on a different period (More Information). |
- Complete the following filters as needed.
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- Account Number - This filter allows you to further narrow down which accounts you want to display on the report. Selecting any option other than Show All displays field(s) so you can input the number(s).
- Account Structure - Select the levels you want to include on the report.
| If you see companies listed in the Account Structure filter, see General Ledger Plus for information on running reports. |
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- Print by Project - This filter displays If you have at least one project assigned to a posted journal. After checking the Print by Project? check box, select the projects that you want to include on the report. The report displays the amounts for the sum total of all projects selected.
Options
- Complete the following options as needed.
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- Change Appearance? - Check the box in order to change the font type and size. There is also a drop-down option to control the white space between the columns by a percentage.
- Banded Rows?
- Report Name - Customize the report name.
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Report Options:
- Suppress Zero Balances
- Print Account Number
- Show Sub Accounts
- Print in Landscape
- Show Totals for Each Level - This option causes a Net total line to display for each level above department.
- Wrap Account Description
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Page Break Options:
- none
- Department
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Report Type - The drop-down list provides several pre-defined formats to choose from:
- Current & Year-To-Date
- Current & Prior Period
- Current & Prior Year
- YTD & YTD Prior Year
- Current & Prior 12 Months
- Current/Prior Period & YTD
| Accounts that do not exist in the current year do not print on the report. |
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- Available Options and Selected Options - The Selected Options column populates based on your Report Type selection. You can also customize what you want to display on the report by using your mouse to drag options horizontally between Available Options and Selected Options. You can also drag options vertically to re-order the Selected Options column. We recommend you drag items between the columns rather than using the ">>" and "<<" buttons since those buttons move all items.
| The percentage columns are based on the total of your Income accounts in a department. |
Report
- Click the Run Report button to generate a preview of the report. Refer to the Report Preview help page for more information. Click the Clear Preferences link to reset all of your report preferences to their default values if needed.
- Click the Close Report button to return to the dashboard.
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Drill Down Click any total on the report to display the Posted Journals page in a new browser tab. This page displays all the journal detail that comprises the total you click. Note: The Drill Down functionality only applies to 'Actual' columns. In addition, percentage based columns do not have this feature. |
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