Table of Contents

Financial Column Rollup - Optional

The Columns tab lets you show side-by-side comparisons of financial information. For instance, suppose you wanted to show a side-by-side comparison of Actual amounts and Budget amounts. In this example, you would enter two lines in the grid: one for Actual and one for Budget.

The editor lets you:

  • Define as many side-by-side categories as you want

  • Define the criteria you need for each category

To show side-by-side comparisons of Do this
Business units Add a line for each business unit you want to compare.
Companies Add a line for each company.
Ledger types Add a line for each ledger type.
Category code Add a line for each category code criteria.
etc...

See the topic Make a List for directions on how to define the rows that specify your side-by-side comparison.