Getting Started | Index
Description
- Select a User-defined report template from the Reports dropdown list.
- If necessary, change name of the report in the Name field.
- If necessary, change the description of the report.
- From the account list, select the accounts you would like displayed on the report.
Note: If you have been assigned greater than 100 accounts a 'Select Accounts' button will be displayed.
Click the button and select the applicable accounts.
- Select a Date Range from the dropdown list.
- Select an Output format from the dropdown list.
- Select the options you want to include in your report.
- Click the Save button. The save button will be read either 'Save Report' or 'Save and Continue', depending on
the report selected.
- If you have selected a Consolidated Balance Report or Net Change Summary Report, you will be prompted to sort
your accounts/groups in the order you wish them displayed on the report.
Enter a number in the order field in the order you wish them displayed.
- Click 'Save Report'.
Note:
- In order to modify an existing report, the Name must remain the same.
By entering a new name, you will be creating a new report.
- If you have selected 'User-defined' as a date range you will be prompted
to enter a start and end date each time you generate this report from the 'My Report' page or schedule the report.