Consolidated Profit Planning Monitor General Tab

Use the General tab to select report options for the Consolidated 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 group in Group Table.
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 firm’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.

Consolidation Group Lookup If you want to generate the consolidated version of the report, select the consolidation group for which you want to generate it.

If you use the Multicompany feature, you can generate a consolidated report that combines financial data from multiple companies in your enterprise that are members of a consolidation group.

Before you can select a consolidation group in Consolidation Group Lookup, you must run the consolidation process in Accounting.

If you use the Multicurrency feature, the report displays amounts in the currency specified for the consolidation group.

Cash Basis Select this option to generate the cash-basis version of the report. This option is not available if the cash-basis reporting feature is not enabled.
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. Most firms use Subtotal for the label.
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.
Year This field displays the year to which the budget applies.
Budget Name This field displays the name of the budget.