Customize your statement view
- Denise McGettigan
You can use the statement view options to change the layout and the contents of a statement, so you can you determine what displays on a financial statement and clearly see the information that you need.
When you set up a view of a particular financial statement type, if you switch to another statement of the same type, the view is applied to that statement too. This gives you a dynamic, flexible way to view your financial data. For example, your organization might have multiple versions of the Profit and Loss statement.
You can change the following items in the grid:
Properties - the information about dimensions, such as account code and name, that displays in the first column of the grid.
Measures - the way in which the numbers in the grid display. For example, you might want to see a dollar symbol before the values.
Periods and dimensions (branches, departments, countries and so on) for comparison purposes:
Change the columns, such as the Budget, Previous and Period columns, to view different data alongside the current dataset. You can also add columns to view variances between those data values and the percentage contributions they make.
Change the period to view the data across different timeframes or specific date ranges.
Display dimensions as columns (matrix format). Alternatively, you can add dimensions as levels (rows).
Current dataset - the data that displays in the Current column.
Budgets and forecasts - the data that displays in the Budget columns.
Style - the way the data looks, such as bold calculations and red negative values.
You can save any view as a favorite, to save you time when you access it later.