Activity Analysis Report
The Activity Detail Analysis report is made up of revenue and expense items that have been allocated to Activities.
Select the particular activity to be reported on.
Date Range From
The report will be prepared for all transactions recorded within the date range specified. The User may specify any period by adjusting the dates. The default will be the current accounting period, clicking on the Prior Year automatically changes the date range to the prior accounting year.
To specify a report with a comparison enter the dates for that comparison. The report will display both periods as well as a variance.
Reports may be output as a hard copy pdf, or downloaded as files in either Excel or CSV format. Click the appropriate button and GENERATE.
If the report is in XLS or CSV format click the DOWNLOAD button once the report has been generated to save the report to the local machine.
To re-do a report with changed parameters click (RE)GENERATE
When the report is exported to a file, the user may specify the columns as an aggregated total, calender monthly, 4 weekly or a 4,4,5 weeks. For 4 weekly or 4,4,5 weeks the period are counted off beginning with the from date.
Save a report
Reports can be saved locally to your computer, or within the Liberty Accounts database.
If you are viewing a report in Adobe Acrobat you can save it by clicking on the save icon within the Adobe Acrobat reader application.
If you want to save the report within the Liberty Accounts database after the report has been generated and the pdf closed simply give the report a meaningful name by editing the suggested report name then click the SAVE button. Reports saved within Liberty Accounts can be viewed at a later.