FinancialReportOptions Abstract Class

FinancialReportOptions abstract class is extended by the following global classes and is used to set parameter values for specific Financial Reports:

1. ProfitAndLossFinancialReportOptions
2. ProfitAndLossVsBudgetFinReptOptions
3. BalanceSheetFinancialReportOptions
4. TrialBalanceFinancialReportOptions
5. CashFlowFinancialReportOptions
6. CustomFinancialReportOptions

Properties

The following are properties of the FinancialReportOptions class.

FinancialReportType

The report type being generated.

Type: Enum

Values: PROFIT_AND_LOSS, PROFIT_AND_LOSS_VS_BUDGET, BALANCE_SHEET, TRIAL_BALANCE, CASH_FLOW, CUSTOM

ledger

The ID of the transactional ledger used for the report.

Type: Id (AcctSeed__Ledger__c)

startingAccountingPeriod

The ID of the Starting Accounting Period used for the report.

Type: Id (AcctSeed__Accounting_Period__c)

endingAccountingPeriod

The ID of the Ending Accounting Period used for the report.

Type: Id (AcctSeed__Accounting_Period__c)

subtitle

The subtitle that will be displayed on the generated report.

Type: String

FinancialReportRoundingMode

The rounding method for the report type being generated.

Type: Enum

Values: NO_ROUNDING, WHOLE_AMOUNTS, ROUND_TO_1000

includeSubType1

When this field is true and the report is generated, the GL Account rows are displayed categorized by their specified Sub Type 1 value. The report also displays a Total for each Sub Type 1.

Type: Boolean

includeSubType2

When this field is true and the report is generated, the GL Account rows are displayed categorized by their specified Sub Type 2 and Sub Type 1 values. The report also displays a Total for each Sub Type 2.

Type: Boolean

suppressZeroAmountRows

If set to true, any rows with zero values will not be included in the report.

Type: Boolean

currencyISO

In a multi-currency org, the currency ISO code for which the report is being generated.

Type: String

glVariable1

GL Account Variable 1 Id.

Type: Id (AcctSeed__Accounting_Variable__c)

glVariable2

GL Account Variable 2 Id.

Type: Id (AcctSeed__Accounting_Variable__c)

glVariable3

GL Account Variable 3 Id.

Type: Id (AcctSeed__Accounting_Variable__c)

glVariable4

GL Account Variable 4 Id.

Type: Id (AcctSeed__Accounting_Variable__c)

suppressOpeningBalanceAndPeriodColumns

When this field is true, the Opening Balance and Period columns are hidden and only the Year To Date column is displayed on the generated Trial Balance report.

Type: Boolean