- Define Report Header with Number and Description
- Define Column Headings and Print Position
- Column Content can be Actual/Budget Dollars or Quantities or a Calculation
- Define the Detail Lines to print on the Report
- Detail Line types include Blank, Underline, Regular, Subtotal, Title Line
- Link G/L Accounts to Report Detail Lines
- If multiple Department-based reports are required, define Departments
- Define Major and Sub Accounts
- Define Report Format
- Define Report Type and Columns
- Generate Report Definitions
- Print Financial Reports for any Period requested
- Export Financial Reports to Excel
Financial Reports are defined to link G/L accounts and summarize according to your
reporting needs. This is in addition to traditional G/L reports.
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