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You always begin a financial report in Report Painter and complete it in the Financial Report Painter.
Before the detour, you had specified CENTSTMT as the data source you would be using and selected Report Painter as your tool. Report Painter should be open on your screen.
The Title dialog box opens with Budget displayed.
Century Corporation 2010 Income Statement
followed by a blank line to leave space between the heading and the report.
Report Painter appears, as shown in the following image.
As expected, the output shows Actual and Planned data for each account in the Chart of Accounts. Accounts are listed in low to high order. In the full report, accounts run through 5200.
Next, you will create a column to reflect the difference between Actual and Planned amounts. This information will help Century Corporation determine which products the Sales force should be encouraged to push and where efforts should be made to reduce spending.
The Report Options dialog box opens.
Increase/ (Decrease)
The output shows the increase or decrease of each Actual value in relation to the corresponding Planned amount.
First, you will define the condition you want to highlight and then the style you want to apply when that condition is met.
The Field Properties dialog box opens at the Style tab.
The Condition List dialog box opens.
The Edit Condition dialog box opens.
The Condition List dialog box opens, displaying the completed expression.
The Font dialog box opens.
The output shows all negative values in bold and RED.
You have created a project and within it, you have completed the column-based setup for a report that examines Actual and Planned data for a chart of accounts.
But your goal is to create an Income Statement that tracks revenue, cost of goods sold, and expenditures.
You will do that in the next exercise.
Begin with a quick review of the differences between a standard report, like the one you just created, and the financial report you will turn it into.
In a standard tabular report:
In a financial report:
The income statement you will create demonstrates many of these features.
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