Previewing report format

You can preview the report format before generating the full report but first, set the preview parameters. The preview parameters do not change until you specify different parameter. Preview parameters are user-specific.

  1. Select Global Ledger > Analysis > Main.
  2. On the Report Designer panel, click Go To Designer.
  3. On the Reports tab, open a report record.
  4. Click Set Preview Parameters.
  5. Specify this information:
    Show Structures
    Select this check box to override the structures that are associated with the reporting basis.
    Reporting Basis
    Select a reporting basis. This value is the default structure for all dimensions unless the structure is overridden.
    Balance Type
    <>
    Natural Balance
    The default revenue, liability, and equity accounts are shown as negative amounts.
    Financial Report Balance
    Reverses revenue, liability and equity accounts and are displayed as positive amounts.
    Note: The Financial Report Balance option is not available when the Grand Total option is selected.
    Budget Parameter 1
    If the Add Budget Parameter - Budget Parameter 1, was added to a column scenario, the Budget is selected here for the column.
    Budget Parameter 2
    If the Add Budget Parameter - Budget Parameter 2, was added to a column scenario, the Budget is selected here for the column.
    Fiscal Year
    Specify the fiscal year to use in the report.
    Fiscal Month or Quarter
    Specify the fiscal month or quarter to use in the report.
  6. Specify the user-defined parameters to filter the results.
  7. Click Submit.

    The preview parameters are displayed on the Preview Parameters tab.

  8. Select the Preview Format tab.