Using Financial Report Type Codes

 

Code

Description

C Current

Current period figures, using the Current Period fields as a reference.

CY Current YTD

Current year-to-date figures, using the Current Period fields as a reference.

L Last Year

Last year's figures, using the Current Period fields as a reference.

LY Last YTD

Last year's year-to-date figures, using the Current Period fields as a reference.

B Current Budget

Current period budget figures, using the Current Period fields as a reference.

BY Budget YTD

Current year-to-date budget figures, using the Current Period fields as a reference.

BP Budget Period

Budget figures from a specific period. Use the Begin +/- and End +/- fields on the same line to define the range.

SEE ALSO: Using the "Begin +/-" and "End +/-" Fields for Reporting Budget Periods

P Previous Period

Previous period figures, using the Current Period fields as a reference.

PY Previous YTD

Previous period year-to-date figures, using the Current Period fields as a reference.

 

The following chart is a synopsis of report type codes and how they can be used. All assume the following settings (except that the beginning period is not used by balance sheets):

Current Period Begin: Jun 2001  

Current Period End: Jun 2001

Code
Used


What the System Does

Period the System Reports On

Balance Sheet?

Income Stmt?

Comb. Report?

C

Uses the current period you entered.

06/01 through 06/01

X

X

X

CY

Changes the beginning date to January. Uses the current period you entered for the ending date.

01/01 through 06/01

 

X

X

L

Subtracts one year from the current period you entered.

06/00 through 06/00

X

X

X

LY

Subtracts one year from the current period you entered. Changes the beginning date to January. Uses the current month you entered for the ending date.

01/00 through 06/00

 

X

X

B

Uses the current period you entered and displays budget figures.

06/01 through 06/01

X

X

X

BY

Changes the beginning date to January. Uses the current period you entered for the ending date and displays year-to-date budget figures.

01/01 through 06/01

 

X

X

BP

Allows you to specify the budget period you want to use by entering a Begin +/- and End +/- range.

Period you specify

X

X

X

P

Subtracts one month from the current period you entered.

05/01 through 05/01

X

X

X

PY

Changes the beginning date to January. Subtracts one month from the current period you entered for the ending date.

01/01 through 05/01

 

X

X