Financial Statement Wizard - Column Properties: Set Up a Percentage Column

Related topics

Design a financial statement

Filter a report, form, or financial statement

Print a report or financial statement

Copy a financial statement format from one company to another

Set up a rounding account for financial statements

Perform other report or form tasks

Learn more about the Financial Statement Design window and object tools

In the Financial Statement Wizard - Column Properties window, you can choose to make a column in your new financial statement a Percentage column. This type of column displays a percentage ratio based on amounts that appear in two other columns of the statement. Follow these steps:

  1. In the Column Properties window, from the drop-down list select Percentage as the data type for the column.

    Additional options appear in the Column Properties group box at the right side of the window.

  2. In the first Use Column field, use the drop-down list to select the column whose amount you want to use as numerator to calculate the percentage.

  3. In the second Use Column field, use the drop-down list to select the column whose amount you want to use as denominator to calculate the percentage.

    For example, if you select current activity for the first Use Column and year-to-date activity for the second Use Column, you would see the percentage of year-to-date activity represented by current period activity.

  4. When finished setting up this column, do one of the following:
    • Add the next column you want to appear in the statement

    • If you are finished adding columns, select Next to continue designing the statement.

      Sage 50 displays the Financial Statement Wizard - Column Options window.