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Accounting report
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. |
Accounting report
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. |
Accounting report
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. |
Accounting report
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. |
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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