Consolidated Profit Planning Monitor General Tab

Use the General tab to select report options for the Consolidated Profit Planning Monitor report and to save sets of options for reuse.

Contents

Field	Description
Report Name	You can change the default report name.
Group Table	If you want to use an account group to organize the account information in the report, select the account group in Group Table.
Account Base Rollup	Use Account Base Rollup to summarize account information based on specific digits of the account number. For example, you could consolidate information for all accounts that share the same first two digits or for accounts that share the final two digits. If you summarize accounts, the report displays the name of the first account in the range of summarized accounts as the name for the summarized data. This is true even if no amount is posted to that account. The Account Base Rollup slider box shows the format of your enterprise’s account numbers (for example, 123.45 for a five-digit account number with a period separating the first three digits from the last two). To roll up account numbers, drag a slider to cover the characters that you want rolled up. You can drag a slider from the left side of the slider box, the right side, or both sides.
Consolidation Group Lookup	If you use multiple companies, you can generate a consolidated report that combines financial data from multiple companies in your enterprise that are members of a consolidation group. To generate the consolidated version of the report, select the consolidation group for which you want to generate it. Before you can select a consolidation group here, you must run the consolidation process in Accounting. If you use multiple currencies, the report displays amounts in the currency specified for the consolidation group.
Cash Basis	Select this option to generate the cash-basis version of the report. To be able to generate the cash-basis version, you must select the Cash-Basis Reporting option on the Reporting tab of the Accounting System Settings form (Settings > Advanced Accounting > System).
Account Subtotal	Select this check box to display a subtotal row for each group of related accounts, based on the number of account digits that they share. You specify the number of digits to compare in Digit. For example, if you enter 2 in Digit, the report displays a subtotal row for each set of account numbers that begin with the same two digits. If you have accounts 101.00, 102.00, 103.00, and 104.00, the report displays a subtotal row for this set of accounts.
Digit	If you selected Account Subtotal, enter the number of beginning digits that the accounts to be subtotaled must share.
Label	If you selected Account Subtotal, enter a label for the subtotal row (for example, Subtotal).
Hide Account Number	Select this check box to hide account numbers and display only account names. If you do not select this check box, the report displays both the account numbers and account names.
Year	This field displays the year to which the budget applies.
Budget Name	This field displays the name of the budget.