...
2.1 Display Column Name based on selected ‘Column Type’ as “Year/Period” and 'Print Label' Period”
In the standard Financial Report Form, previously there was no provision to generate a financial report with column name as actual defined period. As the column names were fixed and the system only displayed the column name entered in the “header label” field.
...
Case 1: In such cases, the system generates the name of the column asdescribed in the Header Label for the respective column.
Find below the column set setting.
Report Column |
Setting |
|
Report Parameters
Selected / Entered Value | |
Header Label | Current |
Year
Month |
Label |
Current month |
Month
March
Column Type | Year/ Period |
Period | Month |
Select Month | Current Month |
While generating the report, certain parameter to be selected as mentioned below.
Report Parameters |
|
Year | 2023 |
Month | March |
Report Output will be as follows: As per our settings, when you execute the report column name will be printed as “Current Month”. Find below the screenshot for understanding.
Output: Name of the column | Current Month |
...
EXAMPLE 2: When the user defines only 'header label' field and 'print label' field is kept as blank.
CASE 2.1: In case of Month as a period, the system generates the name of the column with combination of configuration settings on report column set tab for the respective column and report parameters.
Report Column Set tab |
| Report Parameters |
|
Header Label | Current Month | Year | 2023 |
Print Label |
| Month | March |
Column Type | Year/ Period |
|
|
Period | Month |
|
|
Select Month | Current Month |
|
|
Report Output will be as follows:
Name of the column | March-23 |
Note: The System fetches Period/Year name from the Period control window.
CASE 2.2: In case of Year as a period, the system generates the name of the column with combination of configuration settings on report column set tab for the respective column and report parameters.
Find below the column set setting.
Report Column |
Report Parameters
Header Label
Current Year
Year
Setting | Column 1 (Selected / Entered Value) | Column 2 (Selected / Entered Value) |
Header Label | Current Month | Current Year |
Print Label |
|
|
March
Column Type | Year/ Period | Year/ Period |
Period | Month | Year |
Period
Select Month | Current Month | Current Year |
While generating the report, certain parameter to be selected as mentioned below.
Report Parameters |
|
Year |
2023 |
Month | March |
Report Report Output will be as follows:
Output | Column 1 | Column 2 |
Name of the column | March-23 | 2023 |
Note: The System system fetches Period/ Year name in the report parameters from the Period control screen in the generated report. Month name in report parameter and column header name is fetched from 'Name' field on Period control windowtab of period control screen. Year in report parameters is fetched from 'Year' field on Year tab, and column header name for current year is fetched from selected year in 'Calendar Year' field of Year tab of period control screen.
...
CASE 2.3: In case of Accumulation checkbox with Month as a period, the system generates the name of the column with combination of configuration settings on report column set tab for the respective column and report parameters.
Find below the column set setting.
Report Column |
Setting |
|
Report Parameters
Selected / Entered Value | |
Header Label | Current Month |
Year
Print Label |
|
March
Column Type | Year/ Period |
Period | Month |
Select Month | Next Month |
| |
Value | 1 |
| |
Accumulate from start year date to defined period end | True |
| |
Accumulate from defined period to year end date | False |
Accumulate beginning balances to defined period | False |
While generating the report, certain parameter to be selected as mentioned below.
Report Parameters |
|
...
Year | 2023 |
Month | March |
Report Output will be as follows:
Name of the column | January-23 – April-23 |
Note: Define years in the calendar are: 2020,2021,2022,2023,2024 and 2025. When user has defined calendar years starting from January to December.
...
CASE 2.4: In case of Total as period, the system generates the name of the column with combination of configuration settings on report column set tab for the respective column and report parameters.
Find below the column set setting.
Report Column |
Report Parameters
Setting |
|
Selected / Entered Value | |
Header Label | Total |
Year
Print Label |
|
Month
Column Type | Year/ Period |
Period | Total |
Select Year | Previous Year |
|
Value | 2 |
Report Output will be as follows:
Name of the column | 2021-2022 |
Note- 2020, 2021, 2022, 2023, 2024 and 2025 year should be defined in period control.
...
CASE 2.5: In case of Year Range as period, the system generates the name of the column with combination of configuration settings on report column set tab for the respective column and report parameters.
...
Report Column Set tab
...
...
While generating the report, certain parameter to be selected as mentioned below.
Report Parameters |
|
Header Label
Year range
Year | 2023 |
Print Label
Month | March |
Column Type
Year/ Period
Period
Year Range
From Year
Previous Year
Value
2
To year
Next Year
Value
2
Report Report Output will be as follows:
Name of the column | 2021- |
2022 |
Note- 2020, 2021, 2022, 2023, 2024 and 2025 year should be defined in period control.
...
CASE 2.6: In case of Year period group as period, the system generates the name of the column with combination of configuration settings on report column set tab for the respective column and report parameters.
Report Column Set tab |
| Report Parameters |
|
Header Label | First Half | Year | 2023 |
Print Label |
| Month | March |
Column Type | Year/ Period |
|
|
Period | Year Period Group |
|
|
Select Year | Current Year |
|
|
Period Group | Half Yearly |
|
|
Type of period group | Fixed |
|
|
Period Group Type | Half1 |
|
|
Accumulated from start year date to defined period end | False
|
|
|
Accumulated from defined period to year end date | False |
|
|
Report Output will be as follows:
Name of the column | January-23 – June-23 |
...