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OCF-Sample Reports

Office Connector Financials

Sample Reports

Six pre-built financial statement templates are provided with Office Connector Financials. Click the title of any template to get more information, including screen-shots:

Report Name Description
Entity Comparison Provides a means to produce an income statement for up to 10 prefixes side-by-side. Also provides a pie-chart that can be displayed for any line on the statement to show the percentage of each prefix as compared to the whole.
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Financial Statements with Drill-Down Includes a traditional Trial Balance, Balance Sheet, and Income Statement. Any value on these statements can be double-clicked to show a list of the supporting transaction detail.
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Multi-Folder Financial Statements Allows a set of Sage 300 CRE data folders to be selected for inclusion on a consolidated income statement.
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Pivot Account History Queries account activity totals for periods going back as far as ten years. Queried data is then used in an Excel Pivot Table to provide quick creation of various kinds of aggregate results.
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Pivot Entities Queries account activity totals by fiscal entity. Queried data is then used in an Excel Pivot Table to provide quick creation of various kinds of aggregate results.
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Profit & Loss by Month Provides a traditional income statement with a column for each period of the fiscal year. Columns for periods beyond the current period may be used to display budgeted values. A graphical trend-line can be displayed for any line on the statement.
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