Accounting report
Dear Otto
This report is generated monthly using a database table, so I would like to
paste it is a space, and the report will be updated.
Thanks
NC
"Otto Moehrbach" wrote:
nc
As far as the layout of your report, that is entirely up to you. Start
with a blank Excel sheet and design your report. Where do you want this
data put? Where do you want that data put? And so on.
Come back if you want help in filling out the report, that is, help with
manipulating data in Excel.. HTH Otto
"nc" wrote in message
...
Hi Otto
Thanks for your advice. I'll give it a try.
At present my report have two report sheets, summary, income and expenses.
The income sheet has the following categories,
Account Categories Amount
1100-1110 Student fees 20000
1120-1126 Full fee courses 10000
Academic fees 30000
1715-1720 Research grants 500
Other income 500
Total income 30500
The range of accounts are grouped into the above categories.
The expenses account has the following categories,
Account Dept Categories
Amount
2500-2999 ACA
2000
2500-2999 AFR
1000
Salaries: academic in academic dept
3000
2100-2499 ACA
500
2100-2499 AFR
250
Salaries:clerical in acad dept
750
Total Expenditure
3750
The range of accounts and dept are grouped into the above categories.
The data fields used to make up the above reports are,
Account,
Dept,
Amount.
On the report only the categories and their amount will be shown.
"Otto Moehrbach" wrote:
Your question and your examples are entirely too general to categorize it
into any known template/format. Post back and describe what you have.
Provide some detail examples. Then state what you want to have and
provide
examples of that. Remember than no one who reads your post has any idea
or
knowledge about your business. HTH Otto
"nc" wrote in message
...
Is there a website when I can find examples/techniques for designing
reports
where raw data are grouped and summarised in a defined format e.g.
Turnover 200
Cost of Sales (100)
Gross profit 100
Other income 50
Expenses
Admin cost (10)
Postage (20)
Net profit 20
Examples of the raw data
Account dept Amount
1000 Fin
The raw data may be fitted into the above categories based on account
and
dept.
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