Daily Business Summary Pivot Simple Report

Use this report to view account values and origins of the account values.

Quick Note: The ‘Budgeted’ and ‘Accounting’ origins do not show on this report.

Parameters

  • Unit Group: Select Unit Group to view
  • Unit: Select Unit to view
  • From Date: Select Start Date to view from
  • Through Date: Select End Date to view through
  • Calendar: Select the calendar to use
  • Meta Account: Select the Meta Account to view
  • Account Reporting Groups: Select the Account Reporting Group to view
  • Account: Select the account to view
  • Date Rollup:
    • Business Date: Show data by business date, sub period, period and sum total
    • Sub Period: Show data by sub period, period and sum total
    • Period: Show data by period and sum total
    • Sum All: Show data as a sum total ONLY
  • Smart Rollup (Unit): Select the level for data to roll-up based on the Smart Group hierarchy associated with the Unit Group field. None will show unit detail without the ability to organize by group.
  • Store Open Days: Enter a value to limit the view to those units that are open a certain amount of days
  • Show Comps Only: A check in this box will populate only those units that are comp units
  • Use Common Currency: A check in this box will populate the report with one common currency