Format the Dimension balances report
The Dimension balances report gives you visibility into account balances by dimension in aggregate, rather than filtering by dimensions. You can include or exclude statistical accounts. You can display accounts with a zero balance or only those zero-balance accounts that have had activity.
To open the report, go to General Ledger > All > Reports > Dimension balances. If you do not see this report on the menu, see your system administrator to add it to your application.
| Subscription |
General Ledger |
|---|---|
| Regional availability |
All regions |
| User type | Business |
| Permissions |
Permissions inherited from Trial balance report Trial balance: Run |
Use this section to change the page layout of your report.
| Field | Description |
|---|---|
| Prompt on run | Select this checkbox to require you (or anyone using this report) to enter an entity or location and department before the report runs. |
| Show dimensions values | |
| Show dimension values | Display the dimensions values that you selected for the report. A popup window is shown, listing the dimension values in the order you selected. You can change the order in the popup window. |
| Include account as dimension value column | Include the account name as a column in the report. |
| Retain YTD balances | Display the accumulated balances for IS accounts for the fiscal year as of the beginning of the period. |
| Select presentation view for dimensions | |
| Side by side | Select to print dimension columns side-by-side on the page, so you can compare the values for each dimension column. We recommend side by side because this view shows the most data per page. |
| Cascaded | Select to print dimension columns in a stacked format, so you can view each set of dimension values as one discrete unit. |
| Show subtotals | Include a subtotal for all levels in the report. |
| Show grand total | Include a grand total for all the subtotals. You do not need to have subtotals enabled to show the grand total. This option is valid only when the side by side view is selected. |
| Select budget comparison | |
| Budget then actual | Shows the budget column and data first, followed by the Actual data. |
| Actual then budget | Shows the Actual column and data first, followed by the Budget data. |
| Show difference column | Include a column with the difference of Budget minus Actual or Actual minus Budget (depending on your selection above). |
| Print page options | |
| Page orientation |
Select how the page prints:
|
| Fit to one page wide for printing | Resize and shrink columns to fit them to a single page wide, which can be useful for wide reports that include columns for multiple dimensions. |
Titles and footer
Titles, subtitles, and footers apply only to the PDF version of this report.
Generate a PDF version
- Open the report and select Graph.
- From the graph page, select Print.
-
Enter the title in the Report title 1 box.
- This title displays in large type at the top of the page, directly under your company name.
- You can enter over any default name that Intacct might have automatically supplied in this field.
-
Enter the subtitle in the Report title 2 box.
This subtitle displays in smaller type, directly beneath the main title.
- Enter the footer text in the Footer text box. Footer text displays at the bottom center of the report.
When outputting to PDF, Standard reports automatically include the Created on timestamp and page number at the bottom of the page.