Financial Services

Financial Services

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Want to see your Statement of Operations Research Report at a more summarized level?

 

The Statement of Operations Research report is available at different levels of detail, depending on how you generate your report.  There are 3 main views available:

 

  1. By Account – this view shows all GL accounts with either budget, commitment, or actual values.

 

Fast Statement of Operations By Account

 

 

 

  1. By Tree – this view summarizes account information and displays by group of expenses (or trees).

 

FAST Statement of Operations By Tree

 

 

 

  1. By GL Code Pivot – this view summarizes primarily by other chart field values (e.g. Program Code, then Account)

 

 

FAST Statement of Operations By GL Code Pivot

 

Need more information?  See our Training Materials.