Setting the Accounting Period for a Report
If you run a financial report for a range of accounting periods, this range of periods is treated as the 'current' period on the report. For example, if you are in period 006/2001 and you want the first half year results, you could request accounting periods 001/2001 to 006/2001 and the total of these periods is shown in the current period column. The last period is always the one prior to the period entered in the From field.
Year-to-date figures are taken to be amounts up to and including the accounting period entered in the To field. For example, if you select accounting periods 003/2001 to 006/2001, year-to-date values will include all periods between 001/2001 and 006/2001.
Specifying a Period Spread
The period spread column codes, SA and SB, produce a line showing up to 13 period amounts spread across the page. This line is printed immediately after the regular statement line and prints the period numbers above to identify each value.
For example, if you enter column codes YB-Year to Date Budgets and SB-Period Spread of Budgets in the first two columns of a report, the report prints the year-to-date budget in column 1 on the regular line, followed by a line analyzing the budget over the periods.
The periods to be included in a period spread are determined from the contents of the From field. For example, to report on the 13 periods up to 013/2001, enter 013/2001 in the Period From field and leave the Period To field blank. Period spread always starts from period one of the current year and does not wrap into the next financial year.
Identifying Quarterly Periods
If quarter columns have been used, there are two fields, Accounting Quarter From and To, which are used to select the accounting quarter. Enter the range of periods which combine to give the quarter. If you enter 001/2001 to 003/2001, these three periods are combined to give the figure for this quarter. The three periods prior to the current quarter are used if the last quarter column code is in use.