1. Open, General Ledger, Reports, Financial Reports.
2. View the Financial Reports window with a list of existing reports.
3. Use the three default reports. You can't change them.
4. Click New Financial Report (bottom-left corner).
5. Click Next.
6. Type the report name and title.
7. Choose a report type: Income Statement, Quarterly Statement, Balance Sheet, Trend Report, or Cash Flows.
8. Choose a report group (optional).
9. In Income Statement Type, choose one:
   • Combined Statement – shows all full accounts
   • Combined Summary – shows all main accounts
   • Other types – show sub account or roll-up code descriptions
10. Select a Column Format from the drop-down list.
11. Choose Quarter to Date, Year to Date, or Both. Click Next.
12. Choose a Column Data Format and Financial Period. Click Next.
13. If you selected Trend Report, check Use Run Time Trend Period Options to change periods when printing.
14. Choose number format options. Click Next.
15. Check Print G/L Account Numbers and/or Print Accounts With Zero Balance if needed. Click Next.
16. Enter a financial footnote if needed. Click Next.
17. Use up to 1,024 characters for the footnote.
18. Check Allow Footnote to be Changed at Run Time to edit the footnote when printing.
19. Select account number ranges to print if needed.
20. Check Use Run Time Ranges to define selection criteria at print time.
21. Skip this window for cash flow statements.
22. Review all settings. Click Finish to save and close the wizard.
23. See the new report in the Financial Reports window. It’s selected for printing by default.

This option is only available for Income Statements, Quarterly Statements and Trend Reports

1. Open General Ledger, Setup, Sub Account Maintenance.
2. Select the segment and sub account you need.
3. Select Print Financial Reports.
4. Click Accept.
5. Open, General Ledger, Reports, Financial Reports.
6. View the Financial Reports window with a list of existing reports.
7. Use the three default reports. You can't change them.
8. Click New Financial Report (bottom-left corner).
9. Click Next.
10. Type the report name and title.
11. In the Income Statement Type field, choose the Sub Account description and/or Roll-up code description. See the example below.
12. Choose the Column Format from the drop-down list.
13. Select Quarter to Date, Year to Date, or Both, then click Next.
14. Select a Column Format from the drop-down list.
15. Choose Quarter to Date, Year to Date, or Both. Click Next.
16. Choose a Column Data Format and Financial Period. Click Next.
17. If you selected Trend Report, check Use Run Time Trend Period Options to change periods when printing.
18. Choose number format options. Click Next.
19. Check Print G/L Account Numbers and/or Print Accounts With Zero Balance if needed. Click Next.
20. Enter a financial footnote if needed. Click Next.
21. Use up to 1,024 characters for the footnote.
22. Check Allow Footnote to be Changed at Run Time to edit the footnote when printing.
23. Select account number ranges to print if needed.
24. Check Use Run Time Ranges to define selection criteria at print time.
25. Skip this window for cash flow statements.
26. Review all settings. Click Finish to save and close the wizard.

Example

• Account Structure= 4-2-2 (Main - Department - Location) 4000-01-02
  • 4000 = Main
  • 01 = Department
  • 02 = Location
• Types available in the drop-down list are Department and Location

1. Open General Ledger, Reports, Financial Reports.
2. Click the New Financial Report button (bottom-left corner).
3. Click Next on the first screen of the wizard.
4. Type a report name.
5. Select Trend Report from the Report Type drop-down list.
6. In the Set Trend Report Format window, choose the type of trend report and column data format.
7. Select the Use Run Time Trend Period Options check box.
8. Click Next and make selections in each window.
9. Click Finish.
10. Select the report you just created to run it.
11. In the Print Financial Report window, on the Main tab, select the reporting year and period.
12. On the Trend tab, make your selections.
    • Select the number or range of periods to print
    • Choose Trailing Number of Periods to print periods before the current one
    • Pick a value from 1-12
    • Choose a Specified Range of Periods to set a start and end period
    • Select periods in the First Period and Last Period fields

Check the Use Run Time Trend Period Options box to use the Trend tab options. 

Example

• If the current period is period 5 and you want to print information for periods 1-4
• Select Trailing Number of Periods option and then select 4

By design you can't modify Standard financial reports.

1. Open General Ledger, Reports, Financial Reports.
2. Select the applicable report you’re modifying in the Financial Reports window.
3. Click Modify button (the middle icon located on the right side).
4. This will launch the Financial Reports Wizard with the previously defined settings.
5. Modify all information except the Report Name and Report Type.

1. Open General Ledger, Reports, Financial Reports.
2. Select Print check box for the desired report.
3. Click Proceed, to open the Print Financial Reports window.
4. Select desired options on the Main tab.
5. If you selected Use Run Time Ranges in the wizard, select options on the Select or Trend tabs.
6. Click Print or Preview button.

Notes:

• Some print options aren't available, depending on selections made in the wizard
• If you select multiple reports, each report will print separately
• When you preview the report, close the first report so the next report will display
• You can export reports at the preview screen. Click the Export Report (envelope) button at the top of the preview window

1. Open General Ledger, Reports, Financial Reports.
2. Select the report you wish to delete.
3. Click Delete Row button.
   • By default, you can't modify or delete the Standard Financial Report group