Create a new Statement Type in Design Statements
Enter a three column layout in the Column Format
- One for the prior year
- One for the current year
- One for the total
Note: The periods displayed here will work for a July through June fiscal year.
Hide columns A and B in the column format by adding 'YES' in the Hide Column row. This will cause only the totals column to be displayed on your statement.
Next, create or copy a row format
Modify the row format's beginning and ending balances
By adding A in the Print Columns column on Beginning Balance line, the beginning balance will be pulled from the starting year in column A on the column format instead of column C.
By adding B in the Print Columns column on Ending Balance lines, the ending balances will be pulled from the ending year in column B on the column format instead of column C.
You can now use this statement layout to create a report in fund statement designer.
Once this is done, run balance sheet using this new statement format.
While the statement is on your screen, click on External Statements>Preview.
You will see only one column on the external document, which should have the correct beginning and ending balances and activity.
For more information on creating a layout in Fund Statement Designer, please see the attached Fund Statement Designer Guide.