YTD Comparative Business Report

Choose this option to generate a report comparing the values for a selected period, usually the current month, to the values from the fiscal year start to end of that selected period, and to show the variance for the periods on the spreadsheet output.
The report shows the Actual, Budgeted, and Prior Year amounts for both selected and YTD periods.
The Variance is the difference between the Actual and the Budgeted.
The report can be generated at any time for layouts setup as Type O (Other).

For confidential purposes, special Security Roles can be defined, limiting access to this report through Menu Security.

The prompts are:

LAYOUT NUMBER

Enter an existing layout code or select from the eligible layout codes in the drop-down list.
Only Type O (Other) layouts can be used for this report.
Layouts can be setup in Statement Layouts.

The layout description will print on the financial business report as the report title.

PRINT DIVISION DETAIL

This is an information display field only.

If the report layout has been setup in Statement Layouts with divisions specified in the G/L account detail, then this report will automatically be printed in division detail and this box will be checked to identify that this feature is being used.

If the layout has NOT been setup with division detail, this box will display unchecked.

DIVISION, "ALL" OR "SEL"

This field is skipped if the selected layout has been designed to print the G/L accounts using division detail.
All divisions will automatically be included and the report will respect the divisions specified in the layout setup.

If the layout is not setup to Print Division Detail, a division range can be specified.

• Type ALL to include all divisions in the report.
• To print the report for a single division, leave this field blank for the Head Office Division, or enter a specific division code, or select a division from the drop-down list.
• Type SEL to select several specific divisions or divisions by accounting region to include in the report, as outlined in Division Select By Region.

Note: This G/L report does not respect divisional restrictions set by operator Divisional Restricted Views.

YEAR START DATE

Enter your firm's Fiscal Year Start Date, to be used in the Year-To-Date calculations.
This defaults from the Year Start Date used the last time the G/L was summarized in Summarize G/L for Financial Statements.

FROM DATE

Accept the first day of the last completed month as the period start date or over-type it with the preferred start date.

TO DATE

Accept the end day of the last completed month as the period end date or over-type it with the preferred end date.

PRINT SUMMARY BY ACCOUNT

If the selected report Layout Number has been setup in Statement Layouts with divisions specified within the G/L account detail, then this option does not really apply and this box will be checked.

If the layout has NOT been setup specifically with details by division, and the report is NOT being printed for a single division, then the choice is provided to print in account summary or account by division.

Check this box to print only the account totals.
Uncheck this box to print the report with totals by account within division.

REPORT OPTIONS

This value defaults to the operator preference as defined in Operators.
Select one of the output options to Print a report or export the data to Excel as outlined in Report Options.

Finished?

Click the ACCEPT button to begin printing the report, or CANCEL to abort.