Tax & Accounting Blog

Customizing Accounting CS Reports with Percentage Columns

CS Professional Suite Accounting & Auditing Solutions October 7, 2014

Did you know that you can add percentage columns to any Accounting CS income statement? It’s not difficult to do. Here’s how: 

  1. Choose File > Report Designer and select Income Statement – Current Year from the Reports list frame.
  2. Insert a blank row at the top of the statement – just below the column-heading variables of rows 1 and 2. 
  3. In the first amounts column (Column B), insert the following variable on that new row: [ChartofAccountsActivity.Core.Amount].
  4. Click in that same cell (B4) and, in the Cell Properties frame, make the following selections from the drop-down lists.
    Grouping type: Account Classification
    Grouping content: INC
    Period <as needed to match the column period>
    Amount type BA

    Notes:

    • We recommend that you use File > Save As to create a new version of the report before making any modifications. This way, you can always restore the predefined version of the report by choosing File > Restore Default.
    • We’ve used the INC grouping content code in this example because most firms calculate percentages based upon total income. You can use a different classification code if you  prefer to calculate percentages based on a different criterion.
    • Variables must be located above the cells that reference them.  This is because reports generate from top to bottom and from left to right. If these variables were inserted at the bottom of the report, the denominator would always be zero.  This is because the cells referencing the devisor would be calculated before the devisors are generated.
  5. Right-click the row number (row 4) and choose Group into Repeating Level from the context menu to ensure that the application always generates the report. Right-click the row number once again, choose Row Height, and specify 0.00 as the row height to prevent that row from being displayed on the statement.
  6. Right-click the Column B column-heading button and choose Insert Column Right  to add a blank column.
  7. In each row of the new column, create a formula that refers to the cell from that row as the dividend and uses the hidden cell for that column as a base amount or divisor. The formula should follow the formula of [Bx / B4], where B represents the column letter andxrepresents the row number of the amount row.
  8. Continue adding that formula in the Percent column adjacent to each amount row of Column B.
  9. Finally, right-click inside each cell in the new Percent column and select Format Cell to format the cell as a percentage. You can use the Format tab to add any additional format options you choose. 
    Note: Do not select the whole column to format. This will carry the formatting from the first cell in the selection to the entire column and cause you to have to go back and reformat each cell.