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.
Filters
Note: This report runs based on your currently selected period. Change the currently selected period to run the report on a different period (More Information).
- Complete the following filters as needed:
- Account Number: This filter allows you to further narrow which accounts display on the report. Selecting any option other than Show All displays the field(s) where you can enter the number(s).
- Account Structure: Select the levels you want to include on the report.
- Print by Project: This filter displays if you have at least one project assigned to a posted journal. After selecting the Print by Project? Check the box, select the projects to include. The report displays the total number of projects selected.
Note: If you see companies listed in the Account Structure filter, see General Ledger Plus for information on running reports.
Options
- Complete the following options as needed:
- Change Appearance?: Select the box to change the font type and size. A drop-down option also controls the white space between columns by percentage.
- Banded Rows?
- Report Name: Customize the report name.
- Report Options:
- Page Break Options:
- Report Type: The drop-down list provides several pre-defined formats.
- Available Options and Selected Options: The Selected Options column populates based on your Report Type selection. Customize what is displayed by dragging options horizontally between Available Options and Selected Options, and by dragging them vertically to reorder the Selected Options column. We recommend dragging items between the columns rather than using the ">>" and "<<" buttons, since those buttons move all items.
Note: Accounts that do not exist in the current year do not print on the report. The percentage columns are based on the total of your Income accounts in a department.
Report
- Click the Run Report button to generate a preview of the report. Refer to the Report Preview help page for more information. Click the Clear Preferences link to reset all report preferences to their default values if needed.
- Click the Close Report button to return to the dashboard.
Click any total on the report to open the Posted Journals page in a new browser tab, showing all the journal details that comprise the total you clicked.
Note: Drill Down applies only to 'Actual' columns; percentage-based columns do not have this feature.
Updated