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Page Revision: Fri, 22 May 2009 10:16

Table of Contents [Hide/Show] Default Menu Location General Description Report Header Page Roll Up Groups Summarize Footer Number of Columns" Account Range Account Report Groups Include Account Numbers Remove Zero Balances Drill Down View GL Account Short, GL Account Long, Segment Short, Segment Long Financial Report Writer Columns Page

Default Menu Location¶

Reports >> General Ledger >> Financial Report Writer

Financial report writer Header tab screenshot

General Description¶

Financial Report Writer has the ability to generate different reports based on GL postings.

Report Header Page¶

Report Name: Unique name to identify the report.

Heading: The heading to print on the top of the report.

Sequence: By Account Number By Sequence Number - Uses the sequence number assigned on the GL Account Maintenance screen.

Roll Up Groups¶

Double click the underline text to create a roll up group.

Right click the underline text to show your new roll up group and select.

Click here for a screenshot

Summarize¶

Comes from the "GLsegments" rule which populates the segments screen.

This is another type of roll up.

Footer¶

The text to print on the bottom of the report.

Number of Columns"¶

Determines how many columns will be on the report.

Current maximum number of columns is 17.

Note: Changing the number of columns will over write the existing report.

Account Range¶

Enter the beginning account range.

Enter the ending account range.

Click here for a screenshot

Account Report Groups¶

Double click the underline text to create the account report groups.

Right click the underline text to show your new account groups and select.

Include Account Numbers¶

Displays the account numbers on the report.

Remove Zero Balances¶

Displays the report removing all zero balance records.

Drill Down View¶

Creates a hyperlink report allowing access to more detail information.

GL Account Short, GL Account Long, Segment Short, Segment Long ¶

Determine where to pull the description from to display on the report.

Financial Report Writer Columns Page¶

Columns are determine by the number of columns selected on the header page.

Financial report writer Columns tab screenshot