Report Columns

Report Columns

Article Content: This Is A Step By Step Guide On How To create, edit, and manage column definitions used in financial statements.

Step-By-Step 

Step 1: Navigate to System Setup → Report Setup → Report Columns.

This screen displays a list of all existing column definitions that can be used across various financial reports. Each column defines how data will appear in the financial statements.

Step 2: Click on the New button and from there you can edit or add
  • Period type (Current, Prior, YTD, etc.)
  • Calculation settings
  • Display format options
After configuring the column, select Save & Close.

Step 3: To edit an existing column definition, choose the column from the list.
You may
  1. Update calculation rules
  2. Modify display formatting
  3. Adjust reporting periods
  4. Change any other settings as needed
Once the updates are complete, click Save & Close.

Step 4: Use the General and Companies tabs to manage column access: 

General Tab: Contains the main configuration of the report column (name, period type, formatting, calculations).

Companies Tab:  Allows you to control access to the column per company.
This tab includes:
  1. Company
  2. Has Access Y/N (checkbox to enable or disable access)

Step 5: These Report Column definitions can be applied when designing or running Financial Statements, ensuring consistent formatting and presentation across all financial reports.

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