This report will display the comparative figures for up to 2 financial years or the same periods (a specific month, 2 months, 3 months, 4 months, 6 months or a year).  

This year vs last year options

To print a This year vs last year report: 

1.On the Reports ribbon, select Ledger analyser 1 or Ledger analyser 2.

2.Select the “This year vs last year” report type. 

ledger-ananlyser-this-year-last-year-options

3.Select “Per period” to select a period (Month, 2 Months, 3 Months, 4 Months, 6 Months or Year). 

You may click on the “Free selection” tab. You may select or enter any date or dates, which you need to include the "This year vs last year" report.  

4."Ignore zero balances" - If this field is not selected, all accounts will be listed for the "This year vs last year" report. If you select (tick) this field; only those accounts with balances, will be included in the "This year vs last year" report.  

5."Include opening balances" - If this option is selected (ticked), it will include the opening balances of those accounts which have opening balances. If this option is not selected; the opening balances will not be included in the "This year vs last year" report.    

6."Opening balances only" - If this option is not selected; this option will not be displayed. If this option is available; you may select (tick) this option to include only the opening balances. All other balances will then be ignored. 

7."Cost centre 1" and "Cost centre 2" - The Cost centres (2 Groups) will only be available, if Cost centres are added in Groups on the Setup ribbon; and if activated.

8.Click on the Report button. This will build or refresh the "This year vs last year" report with the selected options. 

Example : This year vs last year

An example of the "This year vs last year" report type, in the "Ledger analyser" screen, is displayed as follows: 

ledger-ananlyser-this-year-last-year-report


Printed example : This year vs last year

Click on the Print button. An example of the printed "This year vs last year" report, is as follows:

ledger-ananlyser-this-year-last-year-print


To save the This year vs last year report as a PDF file:

1.On the "Reportman print preview" screen, select Save (Ctrl+S – This will launch the “Save Metafile As” screen. 

2.Select the directory (folder) where you need to save this file, if necessary. 

3.Enter a file name. 

4.Select the "PDF File – compressed" default file type.

5.Click Save.

Export to Spreadsheets

Export button for all Report types on Ledger analyser 1 / Ledger analyser 2 - 

You may save the export file as Text files (*.txt) (default file type); or as CSV files (*.csv) (Comma Separated Values) file type. This will automatically open (launch) the exported file in the program associated with the selected file type:

oText files e.g. (Export.txt) - This should automatically open the exported text file of your system's default text file program associated with Text file type (*.txt) file types (e.g. Notepad, etc). You need to close the exported text file and launch your spreadsheet program. In your spreadsheet program, Open the text file to launch the "Text Import" options.

oCSV files e.g. (Export.csv) - This should automatically open the "Text Import" options of your system's default spreadsheet program associated with Comma Separated Value file type (*.csv) file types (e.g. Microsoft Excel, Apache OpenOffice, LibreOffice, Ultra Office, etc.).