Ledger report

A ledger report is a customized report that you create to view transaction details for a ledger company. You can report on transaction activity in the current year, the last year, the next year or a selected year.

Define the report options using Ledger Report Setup (ML50.1) and run the report using Ledger Report (ML290). The options you define for a ledger report determine:

  • Which transactions are selected for the report.

  • Which transaction fields print.

  • How selected transactions are sorted, totaled, and printed.

You can include beginning balances, transaction activity, and ending balances on the report. The title areas and report totals for the report are pre-defined, and the report prints one 78-character detail line for each transaction based on the fields you select for printing and the sequence number you assign to each field.

Ledger reports can be used to create audit work papers or transaction listings to analyze business issues. You filter ledger reports to limit the transaction activity that is included.

Report sample: A ledger report

This report is a section of a ledger report.


              
              ML290  Date 09/26/00                    Ledger CHANCE          First ML Ledger                                          Page    2
       Time 09:47                       Company  777 - Yelena's Cute Company          USD
                                        ML LEDGER REPORT     - ML ledger report                  Sort      Accounting Unit, Account
                                        For Period 06 - 06  Ending June 30, 2000                 Type      Amounts
                                                                                                 Activity  Beg Bal and Activity

Accounting Unit  1010            Dep 101                         Resp  Controller       Level  01-10-30

TranDate Pd  Transaction Amount  TrCur Stat Curr One Rate Curr Two Rate Rvs               Debit            Credit           Balance
-----------------------------------------------------------------------------             -----            ------           -------
    Account    37300-0000      Retained Earnings                                                Begin Balance              3,547.07-
09/01/00 06                      DEM   Hist                             No             4,418.89
09/01/00 06                      FFR   Hist                             No            20,085.51
09/01/00 06                      DEM   Hist      3.578947               No
09/01/00 06                      EUR   Hist      6.800000               No
                                        Total Activity  Account                       24,504.40                           24,504.40

               37300-0000      Retained Earnings                                                End Balance               20,957.33
------------------------------------------------------------------------------------------------------------------------------
    Account    41000-0000      Sales - Manuf                                                    Begin Balance            101,971.16-
03/22/00 06               13.00  USD   Hist      7.000000               No                13.00
03/22/00 06               14.00  USD   Hist      7.000000               No                14.00
03/22/00 06               15.00  USD   Hist      7.000000               No                15.00
03/22/00 06               16.00  USD   Hist      7.000000               No                16.00
03/22/00 06               13.00  USD   Hist      7.000000               No                13.00
03/22/00 06               14.00  USD   Hist      7.000000               No                14.00
03/22/00 06               12.00  USD   Hist      7.000000               No                12.00
                                        Total Activity  Account                           97.00                               97.00

               41000-0000      Sales - Manuf                                                    End Balance              101,874.16-