More information

Column Totals Tab Example

Report Setup Overview

Column Totals Tab

Access this tab using Reports>{Any Report}>Column Totals.

Use this tab to subtotal any combination of codes and to print those subtotals in a column on the report. This tab is only available if a Type of Column was selected in the Items by Page group box on the Content tab. The Column Segment displays along with all codes associated with it.

The following financial reports contain the Column Totals tab:

  • Statement of Activities
  • Combining Balance Sheet
  • Combining Statement of Cash Flows
  • Combining Statement of Revenues and Expenditures

If you save a report with Column Totals, add a new segment code later (Maintain>Chart of Accounts Codes), and then re-open the existing report, you must click the Refresh button for the system to include the new segment on this tab.

 

Column Segment: The system displays the segment that was selected in the Items by Page group box. The segment was designated with a Type of Column.

Code: The system displays the codes associated with the column segment.

Title: The system displays the code's title.

Subtotal: Select this check box to subtotal certain columns on the report. The report subtotals the columns up to the last check mark. For example if the report needs to subtotal both 101 and 201, check the box for code 201 to print a subtotal column for both 101 and 201. If the box is not selected, the codes appear on the report as usual, with no subtotals.

Subtotal Title: Enter a title for the columns you want to subtotal.

For example, codes 01, 04, 05, and 06 are listed on the report. Select the Subtotal check box for code 04 and enter a title of Operating and State. Then select the Subtotal check box for code 06 and enter a title of Fed and Travis Co. The report will print a column titled Operating Fund that will be next to code 04 with the total of codes 01 and 04. Then a column titled Fed and Travis Co will be next to code 06 with the total of codes 05 and 06. Finally, the normal Total column will print with the total of all codes.

Initially the codes appear in numeric sequence; however, they can be moved to the order you want them to appear on the report. Simply highlight the entire row, and then drag the row to the appropriate place using the mouse.