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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