Running Financial Reports and Income Statements

If you have enabled the Statistical Accounts feature (Setup > Company > Enable Features > Accounting under Advanced Features), you can customize your financial reports and income statements to include data from your statistical accounts. You can then examine its relationship with the financial data of your organization.

From Reports > New Financial Report > Standard Income Statement Layout(US) or Reports > Financial > Income Statement, access the Report Builder. For information about the Report Builder, see Financial Report Builder.

For information about customization options that may be available in the Report Builder, see the following help topics:

• Report Builder Interface

• Setting Report Footer Options

• Setting Preferences for Reports

• Adding, Removing, or Reordering Report Columns

• Formatting Numbers on Reports

• Filtering Data on Reports

• Sorting Data on Reports

• Setting Additional Options for Custom Reports

• Sharing Custom Reports with Other Users

• Exporting a Saved Report as an Excel Web Query

• Saved Reports Page

• Example Report Format Changes

For information about working with reports, see the following help topics:

• Navigating a Report

• Graphing a Report

• Printing a Report

• Emailing a Report

• Scheduling a Report

• Exporting a Report

To display the balance of a statistical account from allocation journal entries, use the Statement Formula Row function.

Note:

By default, statistical journal entries with a positive balance display in reports as a negative value. To display a positive value in your reports, in the Financial Report Builder, Layout pane, select Other Expense. On the Format subtab, under Account Row Format, check the Reverse Sign box.

You can use the following reporting options:

• Report the current balance by using the As of Date filter and then specifying any date in the past and future.

• Report the last period end balance.

• Report a segmented balance by Department, Location, and Class.

• Report the balance by the measurement unit type as well as default unit within that type, using conversion rates as required.

Related Topics

• Statistical Accounting Overview
• Using Statistical Accounts
• Working with Statistical Journal Entries
• Auto-Generating Statistical Journal Entries
• Working with Allocation Schedules Weighted by the Balance of a Statistical Account
• Monitoring the Balance of a Statistical Account

General Notices