Tabular report example
You can design a tabular report with the amounts from one period extended across the page into multiple print columns. Using multiple display columns can emphasize particular totals.
For example, the following excerpt of a column definition sets up three identical columns for displaying financial data.
|
A |
B |
C |
D |
---|---|---|---|---|
Column type |
DESC |
FD |
FD |
FD |
Book Code/Attribute Category |
|
ACTUAL |
ACTUAL |
ACTUAL |
Fiscal Year |
|
BASE |
BASE |
BASE |
Period |
|
BASE |
BASE |
BASE |
Periods Covered |
|
YTD |
YTD |
YTD |
Formula |
|
|
|
|
Column Width |
35.2 |
13.72 |
13.72 |
13.72 |
Extra Spaces Before Column |
|
|
|
|
Format / Currency Override |
|
|
|
|
Print Control |
WT |
WT |
WT |
WT |
In the following excerpt of a row definition, the financial data amounts are distributed across three columns in the report:
The amounts that were pulled from the financial data system appear in column B.
The subtotals for Current Assets and Net Fixed Assets appear in column C.
The Total Assets total amount appears in column D.
Row Code |
Description |
Format Code |
Related Formulas |
Print Control |
Column |
Link to Financial Dimensions |
---|---|---|---|---|---|---|
160 |
Cash-Checking |
|
|
|
B |
11??-(1110) |
190 |
Money Market Accounts |
|
|
|
B |
1110+1600 |
250 |
Total Cash |
TOT |
130:220 |
|
B |
|
310 |
Net Trade A/R |
|
|
|
B |
SET(Accts Rec) |
340 |
NP - Intercompany |
|
|
NP |
|
1309 |
370 |
Due from FWC |
CAL |
IF @340 >0 THEN @340 ELSE 0 |
|
B |
|
400 |
Inventories |
|
|
|
B |
(1310:1350) |
430 |
Prepaid Other |
|
|
|
B |
1430 |
490 |
Total Other Assets |
TOT |
310+370+(400:460) |
|
B |
|
550 |
Total Current Assets |
TOT |
250+490 |
|
C |
|
610 |
Investment in FWC |
|
|
|
B |
1809 |
670 |
Furniture & Fixtures |
|
|
|
B |
15?0 |
700 |
Less Accumulated Depreciation |
|
|
|
B |
15?5 |
760 |
Net Fixed Assets |
TOT |
670:730 |
|
C |
|
850 |
Total Assets |
TOT |
550+610+760 |
CS |
D |
|
... |
|
|
|
|
|
|
The resulting report looks similar to the following example:
Balance Sheet |
|||
May 31, 2007 |
|||
|
|
|
|
ASSETS |
|
|
|
Cash - Checking |
343,744 |
|
|
Money Market Accounts |
129,423 |
|
|
Total Cash |
473,167 |
|
|
|
|
|
|
Net Trade A/R |
241,711 |
|
|
Due from FWC |
10,946 |
|
|
Inventories |
1,735,983 |
|
|
Prepaid Other |
2,034 |
|
|
Total Other Assets |
1,990,733 |
|
|
Total Current Assets |
|
2,463,900 |
|
|
|
|
|
Investment in FWC |
505,662 |
|
|
Furniture & Fixtures |
160,300 |
|
|
Less Accumulated Depreciation |
(101,810) |
|
|
Net Fixed Assets |
|
58,490 |
|
Total Assets |
|
|
$3,028,051 |
|
|
|
|
LIABILITIES AND EQUITY |
|
|
|
Accounts Payable |
53,652 |
|
|
Other Accrued Liabilities |
325,212 |
|
|
Total Current Liabilities |
378,864 |
|
|
|
|
|
|
Notes Payable |
126,466 |
|
|
Leases Payable |
4000 |
|
|
Total Long Term Liabilities |
130,466 |
|
|
Total Liabilities |
|
509,330 |
|
|
|
|
|
Retained Earnings |
1,606,839 |
|
|
Common Stock |
61,000 |
|
|
Add'l Paid-In Capital |
519,269 |
|
|
Year to Date Income |
331,614 |
|
|
Total Equity |
|
2,518,722 |
|
Total Liabilities and Equity |
|
|
$3,028,051 |
See Also
Automatic rounding for balance sheets