The Reports Summary Sub-Menu

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   The Reports Summary Sub-Menu

Income StatementLists your income and expenses, consolidated across all funds, for a selected range of dates. It also prompts for an "Include" setting to determine the levels of accounts and sub-accounts to be included in the report.

 

Income Statement

  by MonthsLists your income/revenue and expenses for two or more complete months, with one column per month, plus a totals column, for a selected range of dates. This report may be printed in either portrait or landscape mode, depending on how many months are included. It also prompts for an "Include" setting to determine the levels of accounts and sub-accounts to be included in the report.
 

Income Statement

  by QuartersLists your income/revenue and expenses for two or more complete fiscal quarters, with one column per quarter, plus a totals column, for a selected range of dates. This report may be printed in either portrait or landscape mode, depending on how many quarters are included. It also prompts for an "Include" setting to determine the levels of accounts and sub-accounts to be included in the report.

 

Income Statement

  Yr/Yr ComparisonLists your income and expenses, consolidated across all funds, for a selected range of dates in one year, the same dates in the previous year, and the difference between them. It also prompts for an "Include" setting to determine the levels of accounts and sub-accounts to be included in the report.

 

Income Statement

 General ComparisonLists your income and expenses, consolidated across all funds, for one specified range of dates, and a second specified range of dates. It also prompts for an "Include" setting to determine the levels of accounts and sub-accounts to be included in the report.

 

Balance SheetShows the Asset, Liability and Fund (Equity) balances as at a given date. Fund balances are the "implicit" balances, that include totals of all income and expenses on accounts with that as their associated fund. It also prompts for an "Include" setting to determine the levels of accounts and sub-accounts to be included in the report.

 

Balance Sheet

   ComparisonShows the Asset, Liability and Fund (Equity) balances, for two given dates, and the difference between them. The "previous date" defaults to the previous fiscal year-end date, but can be changed. Fund balances are the "implicit" balances, that include totals of all income and expenses on accounts with that as their associated fund. It also prompts for an "Include" setting to determine the levels of accounts and sub-accounts to be included in the report.

 

Budget ComparisonLists your income and expenses, along with the budget for the same period, and the difference between the actuals and the budget. This report  prompts for a range of dates for the report, within one budget year. It also prompts for an "Include" setting to determine the levels of accounts and sub-accounts to be included in the report.

 

Government Form

   AmountsLists all accounts with no sub-accounts that are attached to government form lines for one selected form, a specified range of dates, and whether to omit lines for $0, with their balances, by lines of the form. The report is split into one or more pages for the Balance Sheet accounts connected to that form, then one or more pages for the Income Statement accounts connected to that form. (For the balance sheet accounts, the ending date of the specified range of dates is used.)
It is strongly recommended that you run Reports ⇒ Listing ⇒ Chart of Accounts with Government Form Lines before running this report, to make sure that all accounts listed on it that should have lines associated with the desired form do have such lines, and that those lines are all correct.
You also need to understand that not all lines on the form may be uniquely representable by this association of form lines with accounts.
 

Note: The names of the Income Statement reports and Balance Sheet reports can be changed via the Maintenance ⇒ Entity Names menu option, and will change on this sub-menu accordingly.