How to make a company report, how to do a company report

The steps to make a simple financial statement are as follows:

1. Organize the original documents;

2. Make accounting vouchers according to the original documents;

3. Register all kinds of account books according to the accounting vouchers;

4. Make a summary table of subjects;

5. Issue relevant financial statements according to the account summary table.

Financial statements are accounting statements that reflect the capital and profit status of an enterprise or budget unit in a certain period. The types, formats, and requirements for the preparation and reporting of financial statements in China are all stipulated by the unified accounting system, and enterprises are required to prepare and report them on a regular basis.

Reports are often involved in various enterprises and positions, and a beautiful report often takes a lot of energy and experience. Especially complex financial statements. How to create beautiful chart styles in reports, and finally be able to independently generate professional and beautiful data analysis reportsThere are several steps in report making, and the process is as follows:

1. Create a new report file. The reporting software finereport also provides a financial statement template, which you can refer to.

2. Connect to the data source. FineReport provides a variety of ways to connect to data sources: database queries, programs, file datasets, ......The connection process does not need to write a lot**, just drag and drop, and operate it in a white way.

4. Design the report structure and put in data: set the title, row and column attributes, and put in the corresponding data, formulas, etc. You can customize the formula, or you can directly use the sum, average, ring and other formulas provided by FineReport, which is simpler than Excel and greatly improves the work efficiency.

5. Select the desired chart style (bar chart, etc.) and insert it.

1) There are generally 2 modes for inserting charts (report creation mode):

Cell Element: A typical example of this pattern is Excel. The chart is inserted into the report as a cell element, and after the main cell, the corresponding chart can be automatically generated through the cell's parent-child relationship.

Floating Element: It differs from a cell chart in that it has no limitation on cells and can also be dragged and dropped to any position. Set the size, position, etc., and it will not be affected by other cells.

2) Bind chart data source: The cell data used by the chart data source by default can also be customized.

3) Design chart styles: Styles include invisible, left-aligned, red, borderless, etc., as well as dynamic display and data point prompts. There are also interactive effects such as coordinate hints, axis zooming, and chart auto-refresh.

4) Set cell extension properties: select the connection between a cell and other cells, that is, select the parent cell, which can be set to none or other.

6. Save the preview, publish the completed report to the server, and then manage the report, share, modify, view, and so on on various devices.

The steps and tutorials of making a report are to create a new worksheet, fill in the text content of the relevant report, set the functional relationship of the report data, fill in the report data and prevent others from tampering with it, and set data protection.

1. Create a new worksheet Use the mouse to double-click the current worksheet column of the worksheet tab, and enter the name or abbreviation of the report.

2. Fill in the text content of the relevant report according to the needs of **, by selecting the position and size of the cell, setting the cell format, merging the cell and other repentance methods, the preliminary preparation of the report.

3. Set the functional relationship of the report data, such as the balance sheet, the total column of the working capital in the previous period, you can select the relevant cells, enter the " " sign and click the cells of the relevant functions respectively, and enter the symbol of the function relationship as needed.

4. Fill in the report data and prevent others from tampering with the relevant data in the corresponding cells according to the actual situation; The cells that automatically generate data on the computer cannot be filled in with data.

5. Set data protection for important reports, data protection must be carried out, select the protection function of the toolbar, enter the password, prevent others from tampering, and then the report can be protected.

Report: To put it simply: the report is to use **, charts and other formats to dynamically display data, which can be expressed by formulas as:

Reports, Diverse Formats, Dynamic Data". Data can only be expressed in a form that is almost understandable only by bookkeepers, and that form is difficult to modify.

Before the computer, people used paper and pen to record the positive data of the nuclear pants, for example: the folk often said that the tofu account, that is, the sale of pure disturbance tofu every day will be their own sold tofu recorded in a book, and then every month to summarize the calculation, in this case, the report data and the report style are closely combined, all in the same book. <>

The steps to make a company's financial statements are as follows:

1. Review according to the obtained external original vouchers and self-made original vouchers, and prepare accounting vouchers after the audit is correct;

2. Register various detailed ledgers according to the prepared accounting vouchers;

3. At the end of the month, summarize all the accounting vouchers, prepare the summary table of accounting vouchers, and register the general ledger according to the summary table of accounting vouchers;

4. Complete the settlement and reconciliation of the jujube block enterprise to ensure that the account certificate of the enterprise is consistent, the account is consistent, and the account is consistent;

5. Prepare relevant accounting and financial statements. Stool number beard.

Financial statements are accounting statements that reflect the capital and profit status of an enterprise or budget unit at a certain end or period, including balance sheets, profit and loss statements, cash flow statements or statements of changes in financial position, schedules and notes.

The practice of a company's financial statements is preparation, balance sheet, income statement, cash flow statement, summary.

1. Preparation. Every month, all the company's financial status, including income, expenditure, tax payment, etc., is recorded, and at the end of the month and the end of the year, each item is summed up to make a summary, which is convenient for use in the preparation of financial statements. In this way, the accounts can be balanced, and the accounts are consistent, so as to ensure the authenticity and accuracy of the account book information.

2. Balance sheet.

**Or find a good table after the grid, first fill in the company name and time in the header, according to the project summary table prepared earlier, fill in in order according to **, if you need to calculate, then calculate it according to the accounting equation, and then fill in**.

3. Income statement.

The method of filling in the form is the same as the method of filling in the balance sheet, and some data can be found in the balance sheet, no need to count again, just fill in the data that has been calculated on the balance sheet in **, and fill in or count if there is no data on the balance sheet.

4. Cash flow statement.

The method of filling in the form is the same as that of filling out the balance sheet and income statement, and some data may be filled in according to the data of the balance sheet and income statement. The town is burning.

5. Summary. Finally, all the ** can be summarized and calculated.

Considerations for Preparing Financial Statements:

1. The principle of continuous operation.

If it is no longer reasonable for an enterprise to prepare its financial statements on a going concern basis, the enterprise should adopt other basic financial statements and disclose this fact in the notes.

2. The principle of fair presentation.

During the period of presenting financial statements, an enterprise should strictly follow the actual transactions and events, and confirm and measure them in accordance with the provisions of the Accounting Standards for Business Enterprises - Basic Standards and other accounting standards, truthfully reflect the transactions and other economic matters of the enterprise, and truly and fairly reflect the financial position, operating results and cash flow of the enterprise. Notes should not be disclosed as a substitute for recognition and measurement.

3. The principle of rights and responsibilities.

In addition to the cash flow statement, the financial statements presented by an enterprise shall be prepared according to the principle of accrual of accrual of liabilities.

4. The principle of consistency in the presentation of information.

The presentation of items in the financial statements shall be consistent in each accounting period, and shall not be changed at will unless the presentation of the items in the financial statements is required by the accounting standards to be changed or the nature of the business of the enterprise has changed significantly, and the presentation of the items in the financial statements can provide more reliable and relevant accounting information.