Creating reports

Each general ledger report is a combination of a row view and a column view. Report selection criteria can be added to limit the content of the report. Report parameters can be added so that data can be filtered.

  1. Select My Reports > Report Designer.
  2. On the Reports tab, click Create.
  3. Specify this information:
    Report ID
    Specify a unique name for the report. You cannot change the name after the record is saved.
    Report Title
    Specify the title of the report. This title is displayed in the header of the report.
    Description
    Optionally, provide a description of the report.
    Row View
    Select the row view for the report.
    Column View
    Select the column view for the report.
  4. Click Save.
  5. Optionally, on the Report Selection tab, add selection criteria and any additional dimensions or keyfields required for the report. This report selection affects the entire report.
  6. Optionally, on the Report Parameters tab, add output parameters that can be completed when the report is run.
  7. Click Save.

    The options to generate, preview, and run the report are available.