Use the General tab to select report options for the Profit Planning Monitor report and to save sets of options for reuse.
Contents
| Field | Description |
|---|
| Report Name
|
You can change the default report name.
|
| Group Table
|
If you want to use an account group to organize the account information in the report, select the account group in
Group Table.
|
Base Rollup
| Field | Description |
|---|
| Account Base Rollup
|
Use
Account Base Rollup to summarize account information based on specific digits of the account number. For example, you could consolidate information for all accounts that share the same first two digits or for accounts that share the final two digits.
If you summarize accounts, the report displays the name of the first account in the range of summarized accounts as the name for the summarized data. This is true even if no amount is posted to that account.
The
Account Base Rollup slider box shows the format of your enterprise’s account numbers (for example,
123.45 for a five-digit account number with a period separating the first three digits from the last two).
To roll up account numbers, drag a slider to cover the characters that you want rolled up. You can drag a slider from the left side of the slider box, the right side, or both sides.
|
Organization Lookup
| Field | Description |
|---|
| Organization Lookup
|
If your enterprise uses organizations and you want to generate the report for selected organizations rather than for the whole company, use the Organization lookup to select the organizations for the report.
If you use multiple companies, organizations in the active company are listed by default, but you can change that setting.
For the consolidated version of the report, this option is not available. Instead, you select a consolidation group.
|
Format
| Field | Description |
|---|
| Cash Basis
|
Select this option to generate the cash-basis version of the report.
To be able to generate the cash-basis version, you must select the
Cash-Basis Reporting option on the Reporting tab of the Accounting System Settings form ().
|
| Account Subtotal
|
Select this check box to display a subtotal row for each group of related accounts, based on the number of account digits that they share. You specify the number of digits to compare in
Digit.
For example, if you enter
2 in
Digit, the report displays a subtotal row for each set of account numbers that begin with the same two digits. If you have accounts 101.00, 102.00, 103.00, and 104.00, the report displays a subtotal row for this set of accounts.
|
| Digit
|
If you selected
Account Subtotal, enter the number of beginning digits that the accounts to be subtotaled must share.
|
| Label
|
If you selected
Account Subtotal, enter a label for the subtotal row (for example,
Subtotal).
|
| Hide Account Number
|
Select this check box to hide account numbers and display only account names. If you do not select this check box, the report displays both the account numbers and account names.
|
General Ledger Budgets or Groups Grid
Use this grid to view the general ledger budgets or groups that are available to include in the report.
| Field | Description |
|---|
| Use Detail Budget
|
Select this option if you want to select individual budgets to include in the report. This option displays if the
Available for Reporting option is selected in
.
|
| Use Budget Group
|
Select this option to include all detail budgets associated with the selected budget group in the report. This allows you to select one budget group that defines all the associated detail budgets rather than several individual budgets. This option displays if the
Available for Reporting option is selected in
.
|
| Company
|
If you use multiple companies, this column displays the identifier of the company for which the budget was created.
|
| Year
|
This field displays the year to which the budget applies.
|
| Budget Name
|
This field displays the name of the budget.
|
Presentation Currency
| Field | Description |
|---|
| Display Amounts in Presentation Currency
|
Select this check box to display all amounts in a single presentation currency on the report.
|
| Presentation Currency
|
Select the single currency in which amounts are displayed. The drop-down list contains the currencies that are enabled for your enterprise.
|
| Exchange Rate as of
|
Enter the date that you want
DPS to use to select the exchange rates when it converts other currencies to the presentation currency.
DPS uses the exchange rates from the daily exchange rate table for the date that you specify.
|
