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Use this report to analyze the value of each category on the balance sheet, split into two user-defined periods.

Relationship between figures in this report and the posting setup

Cost price accounts

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Sales price accounts

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Included: This field is included in the report list.

Tip Tip

To see the figures on this report broken down into project or employee/item ID, run the list with the set to .

To see the figures on this report broken down into vouchers, run the list with set to and the check box selected.


Navigating the report

The following links and tables provide descriptions for the controls in this report.

Enter criteria on the General tab

Prepare batch processing on the Batch tab

Buttons

Button

Description

Open a query and select the data to be included. View the data selections of some reports in the query.

Return to the default settings of the query.

Set up report delivery, such as formatting for a printer, printing, or saving as a file.

Change the starting time and starting date of the batch job, or set up a recurring batch job.

Fields

Field

Description

Select the checkboxes to include the project types you want displayed in the report.

Select the checkboxes to include the transaction types you want displayed in the report.

Ledger date - Period1

/

Specify a start and end date to include project transactions posted in the Projectsection.

Ledger date - Period 2

/

Specify a start and end date to include project transactions posted to the ledger.

Select to display the actual figures in the report.

-or-

Select to display the budgeted figures in the report.

Select the to be used by the report from the drop-down list.

Select this check box if you want to exclude on-account transactions that have no category shown as the first line in the report.

Select this check box if you want projects with registrations but all amounts in line equal to zero to be included in the overview.

Select how you want the amounts to display in the report.

Select whether to display the amount of hours, the quantity of hours, or both in the report.

See Also