Management reporting by dimension view enables the user to monitor the development of the income statement and balance sheet from the perspective of dimensions within the selected time period. Central functions in the view are Income statement and Balance sheet buttons that are used to change the subject of observation. A deeper look into the different view is available under the headings below.
Management reporting by dimension view is updated automatically at intervals two to three times a day. The latest update time is visible in the top-left section of the report.
Management reporting by dimension view is accessed through Reports > Management reporting by dimension.
Income statement
Search criteria
Common to some of the search criteria menus is the eraser icon (
with definition of Clear selections) in the top right corner. The eraser is used to clear selections in the menus. There is also a Clear selections button in the bottom of the view that is used to set all values back to default. The different characteristics of the different search criteria menus are explained more thoroughly below:
Time period:
- Current period
- Current year
- Previous period
- Last 6 months
- Start and End fields: Free date definition either by filling values in the fields or by using the calendar icon. If the words Start and End change to red colour when setting the dates, a financial year has not yet been created to the chosen time period. After time period is set, clicking Select period button sets it to the report.
Comparison period:
This search criterion is activated by clicking the switch symbol in the heading row (
with definition of Show or hide data for comparison period). Correspondingly, this search criterion can be deactivated by clicking the switch symbol again.
- Same last year
- Previous period
- Start and End fields: Free date definition either by filling values in the fields or by using the calendar icon. If the words Start and End change to red colour when setting the dates, a financial year has not yet been created to the chosen time period. After time period is set, clicking Select period button sets it to the report.
Budget:
This search criterion is activated by clicking the switch symbol in the heading row ( with definition of Show or hide budget data). Correspondingly, this search criterion can be deactivated by clicking the switch symbol again.
- Search field: This field is used to search budgets by entering a name (or a part of the name). The field also functions as a drop-down menu to choose a budget by clicking it. Choosing multiple budgets is done by highlighting the names with holding down the left button of the mouse.
- Listing of budgets: Budgets to be included in the report can be chosen also from the list of budgets below the Search field. Budgets are chosen by clicking them.
If budgets have not yet been imported to the environment, naturally any budgets can’t be selected in this search criterion. More information about importing budget data is available here.
Receipt status:
- Business transactions: this selection includes business transactions to the report: business transactions are receipts that are in statuses Not sent, Sent, Paid, Approved, Partly paid, Marked paid or Invoiced.
- Other transactions: this selection includes transactions that are not business transactions to the report.
Dimension:
- Dimension – Dimension name: When this heading text is clicked, a list of dimensions opens below the heading text. When a dimension is chosen from the list, its name will be updated into the search field’s heading.
- Search field: This field is used to search the items of a dimension by entering a name (or a part of the name). The field also functions as a drop-down menu to choose an item by clicking it. Choosing multiple items is done by highlighting the names with holding down the left button of the mouse.
- Listing of items: Items to be included in the report can be chosen also from the list of items below the Search field. Items are chosen by clicking them.
- Include Not allocated / Exclude Not allocated: clicking this text determines if incomes and expenses that do not have been allocated to dimensions and their items are also included in the report. However, if the portions that are not allocated are included, they might belong to another dimension – for this reason, they are not allocated related only to the dimension that is chosen in the search criterion.
Upper graph
The upper graph in the view includes key figures that can be showed in the graph. Selecting a key figure is done by clicking its box. Default options are the following (in Finnish, since they are retrieved from the Finnish account chart):
- Myyntituotot
- Liikevoitto (-tappio)
- Tulos ennen tilinpäätössiirtoja ja veroja
- Tilikauden voitto (tappio)
The key figures (and their language) can be manually edited in Default report formulas view.
There are three different display options for the graph that are chosen by clicking their symbols (in the top-right corner of the view):
- Periodic
- Cumulative
- Item comparison: with this display option, the rows of the income statement can be opened into a more detailed examination that has sections for the biggest and smallest items of the chosen dimension.
Clicking the Show by quarter text transform the graph into quarter format. Setting the graph back into monthly format is done by clicking the Show by month text.
To details >> button transforms the view into row-specific mode with Income statement and Receipt rows sections. When this view is activated, a menu for account selection appears in the search criteria section (in the left side of the view). Clicking By Item and By Report Line text changes the display format of the rows. << Back button changes the view to default setting.
Pdf button is used to export the report to a PDF file.
Excel icon (Send to Excel) button exports the report data to an Excel file.
Profit and loss by dimension graph
The lower graph of the view (Profit and loss by dimension graph) presents the data of income statement from the perspective of dimensions within the selected time period. If comparison period is activated, this graph shows the comparison income, expense and total with a pale color compared to the corresponding bar of the chosen time period.
There are two different display options for the graph that are chosen by clicking their symbols (in the top-right corner of the view):
- Horizontal
- Table
When bars or heading rows of the table in the graph are clicked, the heading information will be shown on a more specific account level. Returning to the heading level is done by clicking the bars or rows of the table again.
To details >> button transforms the view into row-specific mode with Income statement and Receipt rows sections. When this view is activated, a menu for account selection appears in the search criteria section (in the left side of the view). Clicking By Item and By Report Line text changes the display format of the rows. << Back button changes the view to default setting.
Eraser icon (
with definition of Clear selections) restores report’s settings to default.
Excel icon (Send to Excel) button exports the report data to an Excel file.
Balance sheet
Search criteria
Common to some of the search criteria menus is the eraser icon ( with definition of Clear selections) in the top right corner. The eraser is used to clear selections in the menus. There is also a Clear selections button in the bottom of the view that is used to set all values back to default. The different characteristics of the different search criteria menus are explained more thoroughly below:
Time period:
- As of today
- Curr. period start
- End of last period
- End of last month
- As of date field: Free date definition either by filling a value in the field or by using the calendar icon. If the As of date text changes to red colour when setting the date, a financial year has not yet been created to the chosen date. After the date is set, clicking Select period button sets it to the report.
Comparison period:
This search criterion is activated by clicking the switch symbol in the heading row (
with definition of Show or hide data for comparison period). Correspondingly, this search criterion can be deactivated by clicking the switch symbol again.
- Same last year
- End of last period
- As of date field: Free date definition either by filling a value in the field or by using the calendar icon. If the As of date text changes to red colour when setting the date, a financial year has not yet been created to the chosen date. After the date is set, clicking Select period button sets it to the report.
Budget:
This search criterion is activated by clicking the switch symbol in the heading row ( with definition of Show or hide budget data). Correspondingly, this search criterion can be deactivated by clicking the switch symbol again.
- Search field: This field is used to search budgets by entering a name (or a part of the name). The field also functions as a drop-down menu to choose a budget by clicking it. Choosing multiple budgets is done by highlighting the names with holding down the left button of the mouse.
- Listing of budgets: Budgets to be included in the report can be chosen also from the list of budgets below the Search field. Budgets are chosen by clicking them.
If budgets have not yet been imported to the environment, naturally any budgets can’t be selected in this search criterion. More information about importing budget data is available here.
Receipt status:
- Business transactions: this selection includes business transactions to the report: business transactions are receipts that are in statuses Not sent, Sent, Paid, Approved, Partly paid, Marked paid or Invoiced.
- Other transactions: this selection includes transactions that are not business transactions to the report.
Dimension:
- Dimension – Dimension name: When this heading text is clicked, a list of dimensions opens below the heading text. When a dimension is chosen from the list, its name will be updated into the search field’s heading.
- Search field: This field is used to search the items of a dimension by entering a name (or a part of the name). The field also functions as a drop-down menu to choose an item by clicking it. Choosing multiple items is done by highlighting the names with holding down the left button of the mouse.
- Listing of items: Items to be included in the report can be chosen also from the list of items below the Search field. Items are chosen by clicking them.
- Include Not allocated / Exclude Not allocated: clicking this text determines if incomes and expenses that do not have been allocated to dimensions and their items are also included in the report. However, if the portions that are not allocated are included, they might belong to another dimension – for this reason, they are not allocated related only to the dimension that is chosen in the search criterion.
Balance sheet reporting
Balance sheet by dimension graph presents the balance sheet information from the perspective of dimensions within the selected time period. If comparison period is activated, the comparison data will be shown with a pale color compared to the corresponding bar of the chosen time period.
There are two different display options for the graph that are chosen by clicking their symbols (in the top-right corner of the view):
- Horizontal
- Item comparison: with this display option, the rows of the income statement can be opened into a more detailed examination that has sections for the biggest and smallest items of the chosen dimension.
When bars or heading rows in the graph are clicked, the heading information will be shown on a more specific account level. Returning to the heading level is done by clicking the bars or rows again.
To details >> button transforms the view into row-specific mode. When this view is activated, a menu for account selection appears in the search criteria section (in the left side of the view). Clicking Show balance at period end / Show change for the period text changes the type of row information. Clicking Show by month / Show by quarter text changes the rows either to month format or to quarter format. Clicking By Item / By Report Line text changes the display format of the rows. << Back button changes the view to default setting.
Eraser icon (
with definition of Clear selections) restores report’s settings to default.
Pdf button is used to export the report to a PDF file.
Excel icon (Send to Excel) button exports the report data to an Excel file.