Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Enter, or click to select, the financial statement code that you want to generate. You can select codes for balance sheet or income statement.

Make a selection option from the drop-down list. This option is also used as the first sorting level for the financial statements. Valid options are:

• Organization: Select this option to generate YTD comparative financial statement by organization.
• Reference 1: Use this option only if you use Reference 1 in data entry. Costpoint generates the reports using balances stored in the Reference Summary table for the reference numbers you select.
• Reference 2: Use this option only if you use Reference 2 in data entry. Costpoint generates the reports using balances stored in the Reference Summary table for the reference numbers you select.
• Alternate Reporting: Use this option to produce YTD financial statements for alternate reporting structures. You define alternate reporting structures by using Reference 1 as an alternate structure. Accounts and organizations are linked to the reference numbers in the Org Account Reference Structure table. Costpoint uses that table to assign account balances to the correct components of the alternate structure.
• Reorganization: Use this option to produce YTD financial statements for reorganizations. Reorganization structures are stored in the Reorganization Organization Link table. Costpoint uses balances stored in the Financial Statement Summary table for the organizations that are linked to the selected reorganizations.

Use this drop-down list to select the range of selection values to include in the report. Valid options are:

• All: Select this option to include all selection values. The Start and End fields are disabled for this option. This is the default.
• One: Select this option to include only one selection value and then enter that value in the Start field. The End field is disabled for this option.
• Range: Select this option to include a contiguous range of selection values. Enter the beginning value for the range in the Start field and enter the ending value of the range in the End field.
• From Beginning: Select this option to include a range of selection values that begins with the first of all the available values and ends with the value that you enter in the End field. The Start field is disabled for this option.
• To End: Select this option to include a range of selection values that begins with the value that you enter in the Start field and ends with the last of all the available values. The End field is disabled for this option.

The values entered in these fields vary depending on the type of values you choose to select by and your selection for Option. Enter the starting and/or ending IDs for the range of selection values you want to include on your financial statements. Depending on your selection for Option, one or both of these fields may be inactive.

You cannot edit this field and it always displays One.

Enter, or click to select, the fiscal year to include in the report.

You cannot edit this field and it always displays One.

Enter, or click to select, an accounting period to compare YTD values to within the selected fiscal year.

This field displays the period end date.

You cannot edit this field and it always displays One.

Enter, or click to select, the other accounting period to compare YTD values as against the First Accounting Period you selected.

This field displays the period end date.

Designate the level to which you want the financial statements to roll up. For example, if you select Organization in the (Select By) field, enter the organization level to which you want the financial statement to roll up account balances.

Select this check box to round amounts to whole currency units (for example, whole U.S. dollars), rather than showing decimal digits.

This field displays your selection in the (Select By) field. That selection is the primary sort for the financial statement.

Select this check box if you want the financial statement to group data by your selection in the (Select By) field.