Purpose: The purpose of this initial exercise is for the instructor to demonstrate the basic functionality in Report Generator, which entails an example of a report.
| IMPORTANT |
| These initial exercises are intended for instructor use. |
Create a report showing net income (net sales less of cost of goods sold) for a single month. The report below is an example of such a report. Create a column template, including one data column. Create a row template, including one text row, two data rows, and one calculation row. Create a report template, including a page header. Note that the figures depend on the period and the balances stored in the database. View the figures as examples of balances.
(YYMM)
SMITH & SON
Net Sales
300,000.00
Cost of goods sold
-130,000.00
------------------
Net Income (Sales-COGS)
170,000.00
Start by creating a column template. Below is some information on how the report is created.
Column template
Data
column General Data
source: Balance in Accounting Currency
Layout Column
header: (YYMM)
Row template
Text
row
Layout Text:
SMITH & SON (Bold style)
Data
row
Selections Account
= 3011
Layout
Text: SALES
General
Change of sign:Yes (Checked)
Data
row Selections Account
= 4021
Layout Text:
Cost of goods sold
General
Change of sign:Yes (Checked)
Separator row
Calculation
Row General
Datarow 1 - Datarow 2
Layout Text:
Net income (Sales-COGS)
Report template
Create a report template using the column and row templates defined above.
Order the report for period 2001 01. Preview the report on screen. Change the
layouts if necessary.
TIP: To print the YYMM (for example 0103), enter &f in the data column
header.