Deltek Vantagepoint Help

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Income Statement Options Tab

Use the Options tab to select report options for the Income Statement report and to save sets of options for reuse.

Format Options

Field Description
Organization 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.

Account Group Table If you want to use an account group to organize the account information in the report, select the account group in this field.
Print Account Groups with Zero Balance Select this check box to print an income statement that includes account groups that have a zero balance. This check box is available only when you select an account group table in the Account Group Table field.

If you select this option, it is recommended that you select Account Group as the first or second sort level (after Account Type) on the Columns & Groups tab.

This option is primarily for European firms that have a legal requirement to produce balance sheets and income statements that show account groups with a zero balance.

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.
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 General Ledger Option form (Settings > General Ledger > Options).

Use Summary Table (Refresh Under Utilities > Updates) Calculations performed for this report place high demands on processor resources. In some cases, it can take a long time to generate the report for large databases. Select this option to minimize the time it takes to generate the report.
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 the Digit field, 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).
Percentage of Specify how percentages are calculated. Vantagepoint can calculate the values in percentage columns by comparing account balances to any of the following:
  • Total Revenue
  • Revenue Less Reimbursables
  • Total Expenses
  • Total Operating Expenses (the sum of the total reimbursables, direct expenses, and indirect expenses)
  • Direct Labor

Reporting Amounts

Field Description
Report In Select the currency to be used on the report:
  • Functional Currency: Displays amounts in the functional currency of the active company.
  • Presentation Currency: Display all amounts in a single presentation currency on the report.
Presentation Currency If you set Report in to Presentation Currency, select the three-character ISO code for the currency. The list includes only the currencies that are enabled for your enterprise. All amounts on the report are presented in this currency. Vantagepoint calculates the exchanges between the project currency and the presentation currency based on the date that you specify in Exchange Rate as of.
Exchange Rate as of If you set Report in to Presentation Currency, specify the date that Vantagepoint uses to calculate exchanges between the presentation currency that you select and the project currency. Vantagepoint determines the correct exchange rates in the daily exchange rate table based on this date.

Budget Options

Use this section to view the general ledger budgets or groups that are available to include in the report.

Field Description
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 on the Budget tab of the General Ledger Budget form (General Ledger > General Ledger Budget.
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 on the Budget tab of the General Ledger Budget form (General Ledger > General Ledger Budget.
Year This field displays the year to which the budget applies.
Budget Name This field displays the name of the budget.
Company If you use multiple companies, this field displays the identifier of the company for which the budget was created.

Drill Down

Use this section to select the types of data for which you want to drill down.

Vantagepoint organizes the drill-down report based on your selection. For example, if you select Transaction Type and drill down from a balance or total, the drill-down report displays the amount that each transaction type (for example, cash disbursements, cash receipts, journal entries) contributed to the balance or total.
Field Description
Detail Starting Period Select the starting period.
Drill Down The selected data for the drill-down report displays in this grid. Click and drag to the left of a row to re-order the drill-down sequence or select at the right end of a row to delete a category.
+ New Drill Down Click this link to display the Manage Drill Down dialog box, on which you can specify the data to display in the Drill Down grid. For details, see Contents of the Manage Drill Down Dialog Box.
Sort Account Detail Use this section to specify multiple levels of sorting criteria for the data that displays on the report.

Base Rollup

Field Description
Base Rollup Use this option 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 Number Rollup Options 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.