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Financial Reports Percentage of Totals

One way to create your own report is by means of the Financial Report Designer. For the next example, you will be guided on how to calculate the percentage of an account against a particular overall total.

 

1.Row Designer - First thing to do is to create a Row Component for your report. Go to Report Menu > Financial Report Designer > Row Designer.

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Click New button to open the form shown below. You are required to enter a Row Component Name while Component Description is optional. Once done, click OK to open the Row Designer.

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The Row Designer allows you to create the rows that you want to include in your actual report. Follow the following steps on how to design your own Row Component.

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Filter Accounts form is used to retrieve the accounts that you want to use in your report. Once you have opened the Filter Accounts Form, click the Edit Filter button to open the Filter Editor.

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The Filter Editor presents ways on how to filter your accounts. For this example, use the Account ID of the Account.

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And then, select the condition that you would want to use. For this example, use = Equals.

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Finally, choose the Account ID of the Account that you would include in the report. Since for this example, we want to filter the Other Revenue – Corporate Department Account, you have to choose its corresponding Account ID, which is 4570-01.

 

Repeat the same steps to filter your other accounts that are included in the report.

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Now, to get the total of all the Accounts that are included in the report, add a Row where the total will be displayed. In this example, name that row as Other Revenue Total and Row Type should be set to TotalCalculation. When the ellipse button on Related Rows is clicked, the Row Calculation form will open. See screenshot below.

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2.Column Designer – Next process for creating your own report is to create a Column Component. From Report Menu > Financial Report Designer > Column Designer.

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Click New button to open the form shown below. You are required to enter a Column Component Name while Component Description is optional. Once done, click OK to open the Column Designer.

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In the Column Designer, you may add your own columns and input the Column Header, Header Caption, Column Type etc. Take note of the example below. The column Amount will be the column where the amount of the Accounts that were included in the Row Designer will be displayed.

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The Row Calculation worksheet displays the layout of the report. Since we want to get the percentage of the accounts against the Total of all Other Revenues, the following formulas were used. See screenshot.

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Info Note: After placing a formula in a cell, press the Enter key then Click OK after all formulas are placed.

 

Once all formulas are added on the worksheet, choose the Format Masking for percentage to display the results in percent format.

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3.Financial Report Builder – The last procedure for creating your own report is by using the Financial Report Builder. Go to Report Menu > Financial Report Designer > Financial Report Builder.

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Actual Report should look like this. You now have a report by which the percentage of an account is being shown.

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