Other options for changing the focus of a report

In addition to using filters and groups, you can use other options to change the focus of a report.

Consolidation

You can change the focus of a report by consolidating data. For example, if you have two companies, then you can consolidate data for both of the companies on a single report by defining the parameters for the report to span both companies.

If you want to consolidate multiple companies, then they must have the same structure and chart of accounts. You can also consolidate data from multiple companies that use different currencies by using a report currency. See About using one compute statement to produce reports for multiple companies.

Data dictionary names

Some data dictionary names accept variables. These variables modify the data dictionary, focusing the data on a specific time period or accounting unit. The description of a data dictionary, available in the appendix of this user guide or through the Drill Aroundâ„¢ function, indicates if variables are accepted and what the valid variables are.

For example, LGE wants to look for trends over the last three years for River Bend Hospital (accounting unit 601). They create a report that uses this data dictionary item, modifying it with unique parameters in each column.

Data item Description Variable requirements
PYDAMT Previous Year-to-Date Amount

This data dictionary item accepts optional previous year and accounting unit parameters.

PYDAMT(3,601) represents the YTD amount from three years ago for accounting unit 601.

They create a format where these are the data dictionary names:

  • @ACDES for column 1

  • PYDAMT(3,601)

  • PYDAMT(2,601)

  • PYDAMT(1,601)