That is pretty much it Douglas. Only for a specified range. Thus any obsolete would be eliminated and new ones added automatically. Possible?

Paul:

My preference is to always deliver financial reports that just work (new accts/depts. do not require user or consultant intervention). This requires a well designed chart of accounts and dept code structure.

Though the initial cost is higher, in the long run this solution is less expensive.

Where we have delivered this solution before, it's always using dept ranges and excluding inactive depts.

Contacting you now

To me this just looks like a basic P&L where you ask a Statement Group to print the report for every department you have. This would put each summary on a separate page (if printed) or on a separate Sheet (if exported to Excel).

Wouldn't that meet your needs?

Paul:

I might have jumped the gun. Are you looking for multiple depts. per page or one dept per page. If the latter then there is likely a simpler way to do this.

That's what I was trying to say as well.

One page per dept would fill my needs but would make the overall statements rather large and full of white space as many as 150 projects in this case, each being a department. Preference would be all departments print together. I do also need to be able to specify range as well.

You can print all departments into a single PDF or Excel workbook (one department / worksheet) by using a Statement Group. Statement Groups are described in this video:

Andrew:

Just to make sure that I haven't missed some new trick I've re-reviewed the financial reporter features and still wasn't able to come up with an easy solution to create a financial report that meets the following criteria;

1. Separate mini statements for each dept.
2. One after the other.
3. Multiple to a page.
4. All on one worksheet in Excel
5. New depts. automatically inserted into the correct order.

Basically the solution as I set out in an earlier reply.

I'd be very happy if you could prove me wrong, but as it stands I don't see a solution in Statement Groups.

Hi Doug,

Sorry for the delay, I've been pondering this request.

I've never seen a request of this nature, and thinking about it, I'm not sure that a worksheet with 15,000 rows is any improvement on a workbook with 150 worksheets or a PDF with 150 pages. The workbook and PDF would be easier to print. and all formats can use ctrl-f Find to quickly locate the information for a given department.

You can build a statement formatted to meet conditions 1-4 in your list, but the user would have to maintain the statement when new departments were added or departments decommissioned. This could be accomplished through a simple cut and paste operation, but it cannot be done automatically. I expect that pagination would immediately become an issue in a statement laid out this way.

We're getting close to Adagio Wish season. Perhaps others will jump in and express a desire for this type of automation.