Overview
Custom financial reports/statements can be created with your own rows and columns. Below is a list highlighting some of the advanced features of custom financial reports:
- Formatting for Rows and column headers
- Budget versus actual reporting
- The ability to report on multiple accounting periods
- The ability to offset columns from the accounting period selected.
- Column calculations for amounts or percentages
- Row calculations for amounts or percentages
Run a Custom Financial Report/Statement
To run a custom financial report/statement navigate to the Accounting Seed Home tab and click the Financial Reports link. Then click on the custom tab, select the period you would like to run the report for and click run. The report will generate below.
To run a custom financial report you must create a financial report definition to determine the data in the columns and rows of the report.
Create a Financial Statement Definition
- Navigate to the Accounting Home page and click the Financial Statement Definitions link.
- Click new report and assign a report name, description, and how many decimal places you would like to show for percents. Click "Save" to bring up the Financial Statement Definition Detail page.
- Add Report Columns and Rows.
____________________
- Custom Reports with Profit & Loss GL Accounts can be generated for open accounting periods as long as the Financial Statement Definition or associated GL Account Reporting Group does NOT include any Balance Sheet type GL Accounts.