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

Accounting 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 Assetsand Net Fixed Assetsappear in column C.

  • The Total Assetstotal 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

Stocks

 

 

 

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

 

 

Stocks

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