Income Statement by Dimension in Excel

The Income Statement by Dimension in Excel report provides an export only (no on screen display). This report can be utilized to easily export the Income statement with an overview tab, and a tab for the each of the dimensions specified. For example, this report can be filtered to a location and exported with a tab per Department. 

Specific Report Criteria:

• Output Dimension - provides a drop down to choose the dimension each tab should display.
• Export - Only appears after clicking load. 

General Report Criteria:

• Ending Date - Will show actuals in the months through the ending date.
• Months - determines how many months of data will be reviewed with the most recent being the ending date. This will default to the month in the fiscal year that corresponds to the Ending date. 
• Budget - Allows the user to choose which budget to compare actuals to. By default, non-admin-users will only see the default budgets. 
• Include Excluded Data - will show Accounts or Dimensions that are set to Excluded via the Setup section.
• Dimension Filters - when applied, will filter the report to the selected dimension. When a top-level dimension is
•  selected, the report will show all sub-dimensions.
• Load - refreshes the report with whatever criteria have been applied