Page 67 - Unanet AE: Administering the System

8. Use the information in the table to create columns:
Cash/Accrual Calc. Type Period Type Header 1
Accrual Transactions Current Period Current
Accrual Transactions Current Fiscal Year Year-to-Date
9. Select the Lines tab.
10. Use the information in the table to create lines:
Line Order Line Label Command Type Indention Bold
1 INCOME Text Select

2 Itemize 10
3 TOTAL INCOME Summarize Select
10 DIRECT EXPENSES Text Select
11 Itemize 10
12 TOTAL DIRECT EXPENSES Summarize Select
13 INDIRECT EXPENSES Text Select
14 Itemize 10
15 TOTAL INDIRECT EXPENSES Summarize Select

16 TOTAL EXPENSES Summarize Select
20 NET INCOME Summarize Select
14. Select the Save button.

Part 3: Modify Filter Ranges
1. Select row 2.
2. Select the Modify Filter Ranges button. The Line Filter Criteria window opens.
3. Select the System Types tab.
4. Select the Financial Type check box.
5. Select the Income check box.
6. Select the Save button.
7. Select the Close button.
8. Repeat steps 1-7 for the following rows:

Line Order Line Label Financial Type Cost Types
3 Income
11 Expense Direct
12 TOTAL DIRECT EXPENSES Expense Direct
14 Expense Indirect
15 TOTAL INDIRECT EXPENSES Expense Indirect

16 TOTAL EXPENSES Expense

Part 4: Create a Formula for Net Income
1. Select row 20.
2. Select the Modify Filter Ranges button. The Line Filter Criteria window opens.

Lesson 7: Creating Reports ©2022 Unanet. All rights reserved. 67