Costpoint Online Help

Using the Help Search

Prompts

Select a company, fiscal year, primary group, and a period to generate the report.

Contents

Field	Description
Company	Select the company for which you want to generate the report.
Fiscal Year	Select the fiscal year for which you want to generate the report.
Primary Group	Select whether to generate the report by Organization or Account.
Variance Threshold (%)	Enter a percentage that represents the expected account balance variance over time. This percentage value will be the baseline used to calculate the variance between the Actual Current Year Total and the Actual Prior Year Total account balances.
Account Level	Select the account level at which you want the report to display data. The report displays summarized balances that include that account and any related lower-level accounts. For example, if you enter 2, the report displays balances for level 2 accounts, and each of those balances is the sum of the balance for that account and the balances of any related accounts below that level.
Organization Level	Select the organization level at which you want the report to display data. Transactions posted at the selected level or lower will roll up to that level. but charges posted at a higher level will still display at their respective level to give you an accurate balance by account. Note: This balance might differ from the Costpoint Trial Balance Report which filters out transactions posted at levels higher than the selected account level.
Limit Account(s)	In the Keywords field, enter a portion of one or more organization IDs and click Search to list organizations to include in the report. To narrow the search, select an option in the Starts with any of these keywords field. If you search by name, use one of the Contains... options, rather than the Starts with... options. If applicable, click the right-arrow to move your selected results to Choices.
Limit Organization(s)	In the Keywords field, enter a portion of one or more organization IDs and click Search to list organizations to include in the report. To narrow the search, select an option in the Starts with any of these keywords field. If you search by name, use one of the Contains... options, rather than the Starts with... options. If applicable, click the right-arrow to move your selected results to Choices.

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Prompts

Select a company, fiscal year, primary group, and a period to generate the report.

Contents

Field	Description
Company	Select the company for which you want to generate the report.
Fiscal Year	Select the fiscal year for which you want to generate the report.
Primary Group	Select whether to generate the report by Organization or Account.
Variance Threshold (%)	Enter a percentage that represents the expected account balance variance over time. This percentage value will be the baseline used to calculate the variance between the Actual Current Year Total and the Actual Prior Year Total account balances.
Account Level	Select the account level at which you want the report to display data. The report displays summarized balances that include that account and any related lower-level accounts. For example, if you enter 2, the report displays balances for level 2 accounts, and each of those balances is the sum of the balance for that account and the balances of any related accounts below that level.
Organization Level	Select the organization level at which you want the report to display data. Transactions posted at the selected level or lower will roll up to that level. but charges posted at a higher level will still display at their respective level to give you an accurate balance by account. Note: This balance might differ from the Costpoint Trial Balance Report which filters out transactions posted at levels higher than the selected account level.
Limit Account(s)	In the Keywords field, enter a portion of one or more organization IDs and click Search to list organizations to include in the report. To narrow the search, select an option in the Starts with any of these keywords field. If you search by name, use one of the Contains... options, rather than the Starts with... options. If applicable, click the right-arrow to move your selected results to Choices.
Limit Organization(s)	In the Keywords field, enter a portion of one or more organization IDs and click Search to list organizations to include in the report. To narrow the search, select an option in the Starts with any of these keywords field. If you search by name, use one of the Contains... options, rather than the Starts with... options. If applicable, click the right-arrow to move your selected results to Choices.