Financial analysis example - expense analysis report

Note: This example uses a report included in the PK1 demonstration business unit issued with SunSystems Financials.

The demonstration business unit PK1 contains an example of an expense analysis report created using Financial Analysis Layouts (FNL), the layout code is EL.

Since this report is for expenses, it includes all the profit and loss accounts except sales and cost of sales. In this case, the account range is 30000 to 39999.

The column codes included in this report are two characters long, a third character specifies which budget the data will be taken from: for example, PBC is the Period Budget from budget ledger C. However, this expense analysis includes the following column codes:

PA-Period Actual
PR-Period Ratio
PH-Last Period
PI-Last Period Variance and
PJ-Last Period Variance as a Percentage.

Note: The column codes are defined using Financial Reports Column Headings (FRH).

Financial Reports Column Headings (FRH) shows you the headings associated with column codes. Although these can be amended, you should be aware that the same codes may be used by several different types of financial report.

Notice that the selection criteria analysis dimensions and subdimensions are blank. When these are left blank, the items entered as level codes are presented as selections when you run the report using Financial Analysis (FNA). This report uses a single level of Account code and will therefore also select using this level.

To see the results of the EL layout, you should run the report using Financial Analysis (FNA). Accept the defaults to run the report for the current period, for all accounts.