New Advanced Report - Allow "multiple period graphic Income statement" to use Ledger Form Definition (AGS-8008)

Benefits:

Want to reduce time and effort to understand how revenues and expenses are trending month-to-month using the format from your financial form?

Details:

There is a new standard Financial Form report that shows 14 amount columns (report #2 below). 

There is also a new standard Financial Form Excel report that shows the 14 amount columns (report #5 below). 

Here is the report Range Selection Criteria screen:

The Financial Form Code at the bottom of the screen allows you to choose any one of your Income Statement Financial Forms.

The magnifying glass search icon will display the list of your existing forms and allow you to select the appropriate one.

You can filter the report by Detail Code, Profit Center and G/L Location.

The "Date Range For All Columns" defaults to 13 months before the current Ledger Period. 

By default:

• Column 1 Date through Column 13 Date represent the months through the current Ledger Period and 13 months prior.  
• Column 14 is a column that shows the total for the months in the current year-to-date period.

The sample below shows:

• Fiscal year that began March 1, 2015.
• Current reporting month is December 2015.
• Amount columns for 13 months' of activity.
• Column 14 amount that represents the year-to-date total for March through December 2015.
• The title of your Financial Form will display on the heading line at the top of the first column (where the image below says "Account Description"). 

NOTE: 

The report uses the "Shrink to Fit" feature to compress the Account Description information to fit within the area that is available.  The indentation shows the hierarchy that setup on the Account Code.  An option to show a larger Account Description font size would be to not use a date range in Column 1.  

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