Statement Of Activities

The Statement of Activities report allows you to print a statement of the net amount posted to your Income and Expense accounts for the specified period.

This Section Includes:

ØFilters

ØOptions

ØReport

 

Filters

 

 

On the Filters tab select the levels you want to include on the report in the Account Structure area. The Account Number filter allows you to further narrow down which accounts you want to display on the report. Selecting any option other than Show All displays field(s) so you can input the number(s).

 

 

Print by Project?:

There is a Print by Project feature that appears if you have at least one project assigned to a posted journal. After checking the Print by Project? check box, select the projects that you want to include on the report. The report displays the amounts for the sum total of all projects selected.

 

Options:

Select the Change Appearance? check box in order to change the font type and size. There is also a drop-down option to control the white space between the columns by a percentage.

Customize the Report Name and select your Report Options:

•Suppress Zero Balances

•Print Account Number

•Show Sub Accounts

•Print in Landscape

•Show Totals for Each Level: This option causes a Net total line to display for each level above department.

•Wrap Account Description

Select your Page Break Options: none or Department. The Report Type drop-down list provides several pre-defined formats to choose from:

•Current & Year-To-Date

•Current & Prior Period

•Current & Prior Year

•YTD & YTD Prior Year

•Current & Prior 12 Months

•Current/Prior Period & YTD

 

 

The Selected Options column populates based on your Report Type selection. You can also customize what you want to display on the report by using your mouse to drag options horizontally between Available Options and Selected Options. You can also drag options vertically to re-order the Selected Options column. We recommend you drag items between the columns rather than using the ">>" and "<<" buttons since those buttons move all items.

 

 

 

Report

 

Click the Run Report button to generate a preview of the report.

•Click the Clear Preferences link to reset all of your report preferences to their default values.

•Click the Close Report button to return to the dashboard.

The report displays on the Report Preview page. Refer to the Report Preview help page for more information.