Chart [Insert menu] (Financial Statement Editor)

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

The ability to create full color charts and insert them anywhere within a financial statement is one of the most powerful tools available within the Financial Statement Editor. The simple yet flexible interface is easy to use and quickly produces the most commonly used charts customized to your preferences.

To insert a chart within the selected statement in the Financial Statement Editor, place your cursor in the row or cell in which you would like the chart to be placed and then choose Insert > Chart or Insert > Full Page Chart (for a chart that automatically fits on a single page).

To edit a pre-existing chart, highlight the cell in which the chart is located and then choose Edit > Chart.

You may view the types of charts that can be created in two different ways:

  1. Open the Insert Chart dialog, and highlight the different chart names in the list on the left side of the dialog. A preview of the chart type will appear in the pane on the right.
  2. A global statement has been created that contains examples of the different chart types. To open it,choose File > Open > Global Statement. In the Open Global Statement dialog, highlight ChartSample.fsr and click Open. A different chart appears on each sheet of the statement. To view the properties of each chart, highlight the chart and choose Edit > Chart.

Tabbed pages in this dialog

Chart Type tab

Data Definition tab

Properties tab

Configuration tab

Related topics

Editing financial statements, overview

Sample data definitions with accompanying explanations

Sample Statements and Chart Examples (PDF)

Creating and editing financial statements

Inserting charts

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