Also see: Financial Reporting Overview for more information on tabs and menu items at the bottom of the screen.
The Daily/Weekly Trend Report can be used to print a variety of different types of statements. In fact, all the statements (Balance Sheet, Income Statement, and Cash Flow) can be printed using the Trend Report format. It is used for comparison of amounts based daily or weekly periods. The trend report prints a column for each period in the indicated range.
Daily/Weekly Trend Report-General Tab |
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Report Selection Field |
Choose the desired report to run in the trend report format. |
Last Day to Print |
Enter the last day you want the trend report calculated from. For example, entering 3/31/23, will print information prior to that date based on the specified period. |
# of Days/Period |
Enter the number of days combine in each column. For example, 1 will print every days totals for the # of periods specified, and 7 will print a weekly total. |
# periods |
Enter the number of periods to print. For example, entering 2 period with the # of days set to 7 will print two columns of weekly information for comparison. |
[Click to Edit] Report Definition |
This button will lead to the report definitions for the report chosen for viewing or editing. |
Report Heading |
An additional description can be added in this field that will print underneath the date in the report heading. |
Print Additional Column For |
This option will print a column for Inception to Date, the Average of Periods Printed (based on the selection made for "Periods to Print"), or neither. |
This tab allows you to run the desired report by a range of Sub-Accounts or selected Sub-Accounts either with or without a financial group.Check the box at the top of the screen if you want a statement for the entire company as well as the Sub-Accounts and/or group selected. To select specific Sub-Accounts to run the report for, click on, or multi-select the desired Sub-Accounts from the "List of All Items" on the left-hand side of the screen. Use the red arrows to move a single Sub-Account from the "List of All Items" to the "List of Selected Items" or vice versa. Use the blue arrows to move multiple Sub-Accounts from the "List of All Items" to the "List of Selected Items" or vice versa.
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The Financial Groups tab allows for the Daily/Weekly Trend Report to be run by pre-defined financial groups instead of Sub-Accounts. Choose the desired financial group in the "Print Report(s) for Group#" field. The Group levels define whether the trend report will be created for all tiers of the financial group or only a part of the tiers. Next make a selection to have the system check inactive dates on Sub-Accounts before printing. Choose to have everyone checked, Active only, Inactive only, or Closed this period. Finally, check the box "Limit which Sub-Account(s) to be included in Group,based on dollar comparison" if desired. If this selection is made, additional options will appear.
NOTE: If you want to compare wells that had lost money in one year, 2022 for example, with 2023 to see if they were now making money, you would enter 12/2022 in the"Last Month/Year to Compare" field. The date on the General tab would be 12/31/2023. The system will then compare the two years to decide what to print. Additionally, when selecting criteria for an amount (Sum is Greater Than, Sum is Less Than, Sum is not equal), the following must be remembered: Income has a credit balance. To see if the wells in the previous example made money, select "Sum is less than" and enter an amount in the amount field. Expenses have a debit balance. To view the expenses select 'Sum is Greater than" and enter an amount in the amount field.
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The Printer tab allows for print options to be selected.
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