Columns tab—Financial Report Writer

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.

Although you have many options for controlling what appears in each column of your report, the basic process is to:

1. Use the Column type to select the type of value you want to appear in each column.

2. If you select a computation type column, create the computation from the Computations tab in order to select the computation. Select the computation and define which column the computation is applied to.

3. Choose a Reporting period and optional offset for each column.

4. Enter column headings and a title. This is what appears in the report.

5. (Optionally) Show dimension structure data in the column.

   For example, you might want to split a single column into multiple columns by location, department, or another dimension. For more targeted analysis, columns can be organized and segmented according to how you want to look at your dimensions, such as by customer type, product line, and more.

6. (If required) Select an account group for any actual or budget columns.

   Selecting an account group is required only for reports that feature dimension structures on rows, with account groups on columns.

7. Set the reporting book to use.

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