Choose the periods and columns of a report

Choose the period

The period button in the top bar opens the period panel:

• Show: month, quarter, financial year or custom range, with the month it ends on.
• Compare with: nothing, previous periods, or the same period in earlier years, and how many.

A balance sheet compares dates instead, such as previous month ends or the same date in earlier years. Choose Apply to see the columns.

Choose the figures in each period

The Columns panel lists the figures you can show for each period: actual, budget, variance, variance %, latest estimate, and the variance to the latest estimate as an amount or a %. Under More, Column order groups the columns by period or by figure, and Show the variance beside the comparison puts each variance next to what it compares.

A section can hold up to 80 figure columns. If a choice would make more, Finconsol asks you to show fewer periods or fewer figures.

Arrange the columns

The columns, as they print, lists every column. Hide or show each one, move it up or down, and change its heading and width.

Period and companies that stay fixed

Readers can choose their own period and companies. If you tick Its own period or Its own scope under This report keeps, the report always shows what you chose, and readers are told so.

Which companies and which figures

The scope in the top bar sets the whole group, a sub-group or one company. Which figures to show chooses the full consolidation or the adjustments only. A single company shows its own figures, in its own currency. The currency is shown in the top bar and cannot be changed for a report.

Budget columns

Budget columns are empty for a sub-group, because a sub-group has no budget of its own. For one company, only its profit and loss plan is shown.

Hide lines with no balance

Under More, Hide lines with no balance leaves out lines that are nil in every column, for readers, prints and files.