Financial Report Form Enhancement
Objective
The primary purpose of this document is to introduce a new feature at the report column set tab, displaying Column Names in the report output based on the selected 'column type' as 'Year/ Period'. This ensures that the displayed names in the report output align seamlessly with the user's preferences and reporting requirements. The specific enhancement provides user with a more relevant, user-friendly and informative representation of data in the reports. This will help in reducing the likelihood of misinterpretation for column names.
Enhancement Point
2.1 Display Column Name based on selected ‘Column Type’ as “Year/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.
But now the recent update allows the users to print column names based on configuration settings of selected Year or period on the ‘Report Column Set’ tab and the Report parameters. Additionally, this ensures that the system fetches and displays accurate column names.
2.2 EXAMPLES FOR UNDERSTANDING
EXAMPLE 1: When the user defines both 'header label' and 'print label'.
Case 1: In such cases, the system generates the name of the column as described in the Header Label for the respective column.
Find below the column set setting.
Report Column Setting | Selected / Entered Value |
Header Label | Current Month |
Print Label | current month |
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.
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.
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.
Report Output will be as follows:
Report Column Set tab | Column 1 | Column 2 | Report Parameters |
|
Header Label | Current Month | Current Year | Year | 2023 |
Print Label |
|
| Month | March |
Column Type | Year/ Period | Year/ Period |
|
|
Period | Month | Year |
|
|
Select Month | Current Month | Current Year |
|
|
Report Output will be as follows:
| Column 1 | Column 2 |
Name of the column | March-23 | 2023 |
Note: The 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 tab 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.
Report Column Set tab |
| Report Parameters |
|
Header Label | Current Month | Year | 2023 |
Print Label |
| Month | 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 |
|
|
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.
Report Column Set tab |
| Report Parameters |
|
Header Label | Total | Year | 2023 |
Print Label |
| Month | March |
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.
