Previewing Financial Statements

By default, the range and source for the calculation columns are the range and source defined for the first and second columns of the report. The initial value for Current Period is the current period as defined on the Accounting Periods form for the specified fiscal year. If a second column is not defined, the range is Period and the source is Budget.

Source

Select the source of the amount to print in this column of the report:

• Ledger: Use the account balance amount.
• Budget: Take the amount from the Budgeted Change field on the Budget and Plan form.
• Plan: Take the amount from the Planned Change field on the Budget and Plan form.

Range

Select the range to use in the calculation columns: period or year.

Fiscal Year

Select the year whose detail you want to display.

Period

Specify the period that you want to displayed.

Sequence

The sequence number for this line of the report is displayed. This is defined in the Sequence field of the Financial Statement Line Definition form.

Type

The Type associated with the current Sequence line number is displayed.

Text

The text defined for this line on the Financial Statement Line Definition form is displayed.

Calculation Columns

If the line is not defined as Text, these columns show amounts based on the selected range, source, fiscal year, and period. For column 1, the initial range and source values are those defined for the first column of the report. If a second column is defined in the report, its initial range and source values are those defined for the second column. If the line is defined as Text, these columns contain a 0 (zero).