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Summary
If you designed a layout using the following criteria, it would yield the below layout in Microsoft Excel. The data and fields will differ depending on the accounting application you are using.
Report Filter
• Company Name
Text Columns:
• GLAccNo
• GLCatDescription
Primary Row Group
• Financial Category
Rows
• Sales
• Cost of Sales
• Gross Profit, Gross Profit %, Other Income, Expenses and Tax
Columns
• Actual Mar, Actual April, Actual May
