financial report templates
hi

you helped me previously with calculating accumulated balance sheet figures which was very helpful.

in the same accounting system users have the ability to generate their own templates for revenues and balance sheet reporting. i want to create reports by interpreting the templates.

i have gon…
hi paul,

i believe the financial reporting covers in quite a lot of detail exactly what you are looking for.

from what i can tell you aren’t using templates in your tables…

[[image]](https://forum.enterprisedna.co/uploads/db7134/original/2x/5/559a333f85c159c8d9bec9235ca5c45997d08858.png "image")

if you want to get a certain order and custom table then you really need to use the template approach covered in t…
we generate 4 types of outputs form 8949 in order for the user to decide how he wants to file choose the option “i file with a tax tool” when downloading your tax report.

you should get 5 files:

[[image]](https://aws1.discourse-cdn.com/business20/uploads/accointing/original/2x/9/97fcba74d95d67a7eef8cdf94b2f0a7aad5e072d.png "image") hi [@jitse\_b](/u/jitse_b)

welcome to the community !

yes you can, there are various ways to do so.

the simplest:

you may want to create a table with 3 columns,

key\_column, type text, value “k000” (or whatever you want, it doesn’t matter if you stick to only one comparison)

“material1”, type ref, source tabl… ><snip angsty whining> I am supposed to read numbers out  

>of a file piano.data and put the results into report.out.  

How are the results to be formatted? Give us an example run of the program.



>The piano file is structured like this  

Exactly like that? Or are you adding your own commentary? The difference is in how you parse the data, and that's a pretty big difference. thanks i was able to use something similar. i have just seen online that we’re not able to extract column values for calculated columns? is there any other way of extracting this data?

query = """ query { boards (ids: %s limit: 20, page: 1) { id name columns … hi,we have no formal “copy file type and template” from environment test to prod.this is what i’ve done hundreds of times.assuming you created a new file type or copied an existing template. - do this same process in prod (or the other environment), ideally keep the same name and description - just keeps things clean.then update the tabs so the file separator and date formant is the same. if you created any external file template controls update this as well,finally, - in the file template details, i delete all records in the new prod, and then use the copy / past object to copy the details from test to prod. rather than analyzing to see what’s different in the details between test and prod, if we know test works, i would typically delete the details and copy object from test to prod.if you had any formula in test you can manually copy these as well. it’s a few steps, but it only takes a couple minutes. best regards,thomas Hi Djhenry,
  

  
When you right-click a sheets tab, you can select all sheets. When you have done that, you can insert a row and enter all the information and all sheets wil contain that information.
  

  
Best regards,
  
Trowa hey, so after some minor improvements i finally found the time to make this into a doc that everyone can use, adopt and copy. let me know what you think and if you have any improvements.

[image]

[life dashboard - the all in one tracker](https://coda.io/@heuschkelsimon/life-dashboard-all-in-one-tracker)

track your personal habits, finances, tasks and time … hi phil 
congratulations on creating this. we’re about to upgrade our asana account so will be candidates for this. 
one function that would be super useful to us would be to have the subtasks of a task populate based on a selection made in a custom field. e.g. if we change content type to blog post… Hi, this would not be possible as clients would not normally let you pass this along, but if you go to Prince2 sites you can get a list of documents they require at the different points in a project.


The list below is what I copied from some where in the distant past,so apologies if i have not got permission or not recognized you as the owner of this list.


<b>Pre-Project;</b>  

<ol>  

Business case  

Feasibility study  

Investment appraisal for projects  

Issue management  

Project life cycle  

Project opportunities  

Risk management  

Sensitivity analysis  

Small project  

Stakeholders -identification-communication-power map  

Terms of reference</ol>


<b>Planning & Starting a Project;</b>  

<ol>  

Approval  

Authorization  

Back-scheduling  

baseline and baselining  

Communications plan  

Constraints  

Critical success factors  

Estimating  

Filing & document management  

Handover options  

Issues management  

Milestones and milestone plans  

Network analysis and critical path  

Objective (s)  

Planning checklist  

Programme or project identification?  

Project life-cycle  

Project opportunities  

Project strategy  

Quality in project work  

Risk management  

Scheduling  

Scope  

Stage or Phase  

Task checklist  

Terms of reference  

Tuning or scaling a project  

Two level planing  

Work breakdown structure  

Work distribution model  

Work packages  

</ol>


<b>During a Project;</b>  

<ol>  

Budget control  

Business case review  

Channel control  

Controlling against schedule  

Decisions in projects  

Earned value analysis  

Filing & document management in a project  

Impact analysis  

Issue management  

Lessons learnt  

Project health checks  

Quality in a project work  

Reports projects and programs  

Request for change  

Risk management  

Stages – start and end procedures  

Task checklist  

</ol>


<b>Closing a Project;</b>  

<ol>  

Closing a project  

Handover options  

Lessons learnt  

Post project review</ol>


<b>Project Organization</b>  

<ol>  

Champion  

Matrix management  

Prince 2 project board  

Responsibility matrix  

Sponsor  

Steering group  

</ol>


<b>Project Finance</b>  

<ol>  

Authorization  

Budget control  

Budgets for project work  

Earned value Analysis  

Impact Analysis  

Investment appraisal for projects  

Benefit realization planning  

</ol>


I have some templates for reports and business cases i can let you have if you need them, but there are many different types and ones which companies use. I prefer the theme " Real Soccer" for football based websites, which is very nicely arranged. It can perfectly show heavy images, and illustrate different teams, players in a very systematic way.   
The total theme of "Real Soccer" is very appealing to the eyes and using this theme it is very easy to create football tables, player profiles, results and more.