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  • 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.