What This Report Shows
- This report will create a comparison report for Estimated Revenue or Revenue for up to four years.
- Each fiscal year and type will show in a separate column. The last column is a column of blank lines. Each blank line is placed beside the last dimension sorted of an account code.
Notes About Report
- Even though you may only be comparing 2 or 3 years, you must populate all four (4) fiscal year fields. (ie: 2012 and 2013 – you would type in 2012 in Year 01, 2013 in Year 02, 2012 in Year 03 and 2013 in Year 04.
- Due to the sort levels (sorting by dimension), the account descriptions pull from the Chart of Accounts.
- However, when the Dump Code Details box is selected, the account description pulls from the Account Masters.
Revenue Summary Worksheet Report
- Finance → Financial Management → Reports → Summary → Revenue → Worksheet
- Range accordingly through each tab.
- Once all necessary fields are populated, click Run Report (Process wheel).
Select Tab
| FIELDS | Opt. | Rec. | Req. | Description |
|---|---|---|---|---|
| Fiscal Year 01-04 | — | — | ♦ | The fiscal year that shows account type information |
| Type 01-04 | — | — | ♦ | The account type that shows against the fiscal year selected (Estimated Revenue or Revenue) |
| Show Difference Between | ♦ | — | — | Option to show the difference between two fiscal years or generate an additional column of blank lines |
| Optional Column Header for Blank Line | ♦ | — | — | Only available if Blank Lines are chosen in the Show Difference Between field |
| Show Zero Accounts | ♦ | — | — | Set to TRUE if accounts that have no activity are to be shown |
| Dump Code Details | ♦ | — | — | Set to TRUE if all details of an account are to be shown on the report; the description of each account code will pull from the account code's Account Master, not from the Chart of Accounts |
| Double Space | ♦ | — | — | Set to TRUE if each line is to be double-spaced for easier reading |
Sort Tab
| FIELDS | Opt. | Rec. | Req. | Description |
|---|---|---|---|---|
| Optional Sort Level | — | — | ♦ | Allows for sorting through dimensions |
Range Tab
| FIELDS | Opt. | Rec. | Req. | Description |
|---|---|---|---|---|
| Fund | ♦ | — | — | The fund number associated with the expenditure accounts |
| Account Dimensions | ♦ | — | — | The dimensions that are available to range on will depend on your account structure |
| Account Code | ♦ | — | — | The individual account code you need information for |
Define Components Tab
| FIELDS | Opt. | Rec. | Req. | Description |
|---|---|---|---|---|
| Dimensions | ♦ | — | — | This allows for sorting and totaling for a portion of an account dimension (a roll-up) For example: if Source is a six-character dimension (such as 180303) and you wish to roll up to the first three characters (180000), the defined component would be SOURCE thru 3 |