Difference between revisions of "Monthly Comparison Report"
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'''This report will provide a spreadsheet that shows the beginning balance for the fiscal year, the monthly ending balances through the selected date range, and the ending balance as of the end date.''' | '''This report will provide a spreadsheet that shows the beginning balance for the fiscal year, the monthly ending balances through the selected date range, and the ending balance as of the end date.''' | ||
| + | ==Menu== | ||
| + | |||
| + | [[File:monthlycommenu.png]] | ||
| + | |||
| + | On the left navigation panel, select '''Funds > Lists > Monthly Comparison Report'''. | ||
| − | |||
#On the setup box select the '''Fiscal Start Date'''. | #On the setup box select the '''Fiscal Start Date'''. | ||
#Optional selections that will further limit the data selection include: | #Optional selections that will further limit the data selection include: | ||
Revision as of 03:17, 14 December 2018
This report will provide a spreadsheet that shows the beginning balance for the fiscal year, the monthly ending balances through the selected date range, and the ending balance as of the end date.
Menu
On the left navigation panel, select Funds > Lists > Monthly Comparison Report.
- On the setup box select the Fiscal Start Date.
- Optional selections that will further limit the data selection include:
- Category
- Account
- Click OK to move to the next screen.
Print Options
- Click the Print button at the bottom of the screen.
- Click the printer icon at the top right. Another print servlet will appear.
- Click the print button at the top left to print the report. Close the original print servlet window.
