Select account group—Financial Report Writer
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Use the Columns tab to specify the number of report columns, the type of value you want to in each column, and the reporting periods for which you want data.
The order in which the tabs appear in the Financial Report Writer can’t be changed.
| Subscription |
Company |
|---|---|
| Regional availability |
All regions |
| User type |
Business |
| Permissions |
Reports: List, View, Add, Edit, Delete |
This option appears only if you created a report that features dimensions on rows (Report Info tab > Dimensions as rows). For this type of report, you're required to select account groups for any actual or budget columns in your report.
Select the group purpose from the dropdown, or select Create group purpose to create a new one. This appears on the report and can simplify filtering.
In the following example, 2 different account groups are used to compare Revenue and Expenses for the same reporting period. Learn how to create this type of report.
|
Revenue Prior Month Actual |
Expenses Prior Month Actual |
|
|---|---|---|
| Customers | ||
| Kentwood Advisors Corp | 80,000 | 10,000 |
| ProMax Media Group | 70,000 | 20,000 |
| Puget Networks | 40,000 | 5,000 |
| Robinson Consulting | 20,000 | 2,000 |
| Total Customers | 210,000 | 37,000 |
Next step: Manage columns
