Financial Statement Analysis [Utilities menu, Diagnostics] (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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.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 Utilities > Diagnostics > Financial Statement Analysis command first collects information about the selected financial statement and then displays that information in the Preview window. The Financial Statement Analysis report provides information about the statement properties and about the row and cell properties for each section in the financial statement.

You may print the report by choosing Print from the right-click context menu.

Statement Properties

The following information is listed and described in the Statement Properties section of the Financial Statement Analysis report:


Header, Body, and Footer

The header, body, and footer sections of the Financial Statement Analysis report list the properties for each row based on the row type. Listed below are some of the properties included in these sections of the Financial Statement Analysis report:

Note: The properties that are displayed for each row vary depending on the row type. For example, the sort order, print account #, print zero balances, and the change sign properties will be displayed for an Accounts Row but not for a Description Row.

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