You are here: Ajera Help (A-Z) > Financial Statement Designer > Designing a statement > Setting up a statement title

Setting up a statement title

Follow these instructions as part of designing a financial statement.

Set up a statement title. You do this by:

Step 1: Defining a cell's contents
Step 2: Changing the formatting

Step 1: Defining a cell's contents

Click the cell in the worksheet where you want the first row of your statement title to appear.

The Company button and options appear.

From the Company options, select the information you want to display in the first line of your company title:

To display this	Double-click this option	The information comes from
Multi-company only. Name of your organization	Organization Name	Company > Preferences > General tab > Organization Name field
Multi-company only. Address of your organization	Organization Address	Company > Preferences > General tab > Address tab > Organization Address fields
Name of your company	Company Name	Company > Preferences > General tab > Company Name field Multi-company only. Company > Companies > General tab > Company Name field
Address of your company	Company Address	Company > Preferences > General tab > Address tab > Company Address fields Multi-company only. Company > Companies > Address tab > Company Address fields
First day of the current month	Month Start Date	Month-End Date field on the Workbook Properties sheet
Last day of the current month	Month End Date	Month-End Date field on the Workbook Properties sheet
The number of months since the first day of the fiscal year to the last day of the current month	For N Months Ended MonthEnd Date For example: For 3 Months Ended March 31, 2010	Month-End Date field on the Workbook Properties sheet
The quarter in which the current month falls and the last day of the quarter	For the N Quarter Ended QuarterEndDate For example: For the 1st Quarter Ended March 31, 2010	Month-End Date field on the Workbook Properties sheet
First day of the fiscal year	Fiscal Year Start Date	Company > Preferences > General tab > Fiscal Year fields Multi-company only. Company > Companies > General tab > Fiscal Year fields
Last day of the fiscal year	Fiscal Year End Date	Company > Preferences > General tab > Fiscal Year fields Multi-company only. Company > Companies > General tab > Fiscal Year fields
Name of reporting entity unavailable in ajeraCore unless you have the Departments add-on	Reporting Entity Description	Reporting Entity Filter field on the Workbook Properties sheet
Name of department unavailable in ajeraCore unless you have the Departments add-on	Department Description	Department Filter field on the Workbook Properties sheet
Accounting basis of the statement	Report Basis	Report Basis field on the Workbook Properties sheet
Date the statement is printed	Print Date	System settings on computer
Your company logo*	Company Logo	Company > Preferences > General tab > Reports Logo field Multi-company only. Company > Companies > General tab > Reports Logo field
Multi-company only. Your organization logo*	Organization Logo	Company > Preferences > General tab > Reports Logo field
*The Financial Statement Designer embeds the logo into your design; it does not actively link to your Ajera database. If you change the logo or import a design from another database, you may need to delete and add the logo property back into the design to ensure that the logo you want appears.

If a cell option does not fit your information need, you can manually enter the information into the cell.

For example, statement descriptions, such as Profit and Loss Statement, are not cell options. You must type the description into the cell.

If your statement title consists of more than one row, repeat these instructions for each row.

Step 2: Changing the formatting

Use the toolbar to do the following, as needed:

Merge cells if your title information spans more than one cell.
Format the title by changing the font style, size, color, border, and so on.

As you work, use the Preview tab constantly to see your changes.

Note:

Save your work frequently while designing a statement.

If your statement title consists of more than one row, repeat these instructions for each row.