Creating reports in GL Report Designer

General ledger designer reports are a combination of Rows and Columns. Select the parameters to limit the results of the report.

  1. Select My Reports > Report Designer.
  2. On the Reports tab, click Create Report.
  3. Specify this information:
    Report ID
    Specify a unique name for the report. You cannot change the name after the record is saved.
    Favorites
    Select the star to add or remove the report as a favorite. Use the My Favorites filter to see all favorites.
    Composite Report
    Select this check box to create a composite report. A composite report contains a combination of two or more existing reports.
    Lock
    If this check box is selected, the report is locked and can only be edited by the report owner or Application Administrator. If a record is locked, non-report owners cannot generate reports or delete the record. Users can preview and run generated reports.
    Include Fiscal Year And Fiscal Month / Quarter
    If you select this check box, then the year and month or the quarter that is selected in Run Report are used in the report title.

    For the Set Preview Parameters and Run Report actions, the default is the fiscal year and fiscal month.

    For Quarter Period Operator, the default is fiscal year and fiscal quarter.

    Grand Total
    If the row dimensions are Posting Level, this check box is available. When this check box is selected, the grand total is displayed on the posting level accounts.
    Note: This option is not available for not applicable for composite reports.
    Zero Suppression
    All reports include accounts with all amounts, including zero amounts. If this check box is selected, accounts with zero amounts will be eliminated from the report.
    Title 1
    Provide a title for the report. This title is displayed in the header of the report.
    Use Parameter
    Select this check box and select the report parameters that are included in the report title.

    If this check box is selected, a report can be selected on the Report Parameters tab in either the Set Preview Parameters or the Run Report. The parameter is used as a default in Title 2 or Title 3.

    If this check box is cleared, a report title can be provided in Title 2 or Title 3.

    Description
    Optionally, provide a description for the report.
  4. Select rows and columns from the row library and column library.
  5. Click Save.
  6. Optionally, on the Report Selection tab, specify selection criteria and additional dimensions or key fields that are required for the report. This report selection affects the entire report.
  7. Optionally, on the Report Parameters tab, add output parameters that can be specified when the report is run.
  8. Click Save.

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