Summary Activity Report

 

Function

This report provides a listing by account number showing summary activity for the period. The listing can be used to display actual or budget amounts; dollar or unit amounts; current, next year, or prior year amounts/budgets; and can be created for all accounts/budgets or a limited range of accounts/budgets. This report can be created at any time.

 

=> To access this task...

Select Summary Activity Report  from the General Ledger Reports menu.

 

GL Summary Activity Report menu

GL Summary Activity Report

 

In the Beginning/Ending Account fields...

  • Leave blank to select the first/last account, or enter a valid beginning/ending account number.

  • Click Click to select from a list of all valid accounts.

In the Wildcard Mask field...

 

​Understanding Wildcard Masks

Certain tasks allow for the input of an account wildcard to enable you to select accounts that have common numbering as part of their identification. The wildcard can use the ‘?’ and ‘-’ characters; the '?' represents a single character, and the dash '-' is a literal. For example, assume an account mask set to 000-000, as is the case with standard demo data. If you want to select all accounts that end with '1', use the wildcard mask ???-??1. The question marks stand in place of the account digits; the dash is located as expected in the mask.

 

In the Report Columns fields...

  • Select the data to be displayed in the report from the dropdown list.

  • Press [Enter] to accept the selection and move to the next column id field.

Cur Actual Amt

Cur Actual Unit

Cur Budget Amt

Cur Budget Unit

Pri Actual Amt

Pri Actual Unit

Pri Budget Amt

Pri Budget Unit

Nxt Actual Amt

Nxt Actual Unit

Nxt Budget Amt

Nxt Budget Unit

Best Case

Worst Case

Prior Down 15%


This field determines the account balances to be displayed. Up to four combinations of balances may be selected on each report.

 

Creating the Report

  • Click Run Process button to run the register.

Sample Summary Activity Report

 

See Output Options.



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