Creating Your Financial Statement

  1. Locate one of the demo reports (.RPT) provided with Service Management that is most like your current financial statement.
  2. Make a copy of the .RPT with a new name.
  3. In Visual Studio 2008, modify the new report as needed.
    Note: The financial statement templates included with Service Management include several suppressed fields and objects. Ensure that the data you wish to display is unsuppressed. For more information about suppression, see the Visual Studio 2008 online help.
  4. In Service Management, add a Background Task Definition to point to this new .RPT.
  5. Open the Financial Statement Definition form.
  6. Specify this information:
    Report ID
    Specify a unique name for your report. This value can be up to 10 characters.
    Analytical
    Select this check box if this report should be pulled from a separate analytical ledger.
    Task Name
    Specify the task name of the background task you defined in Step 4, above.
  7. Click Columns.
  8. Complete the header definition on the Financial Statement Definition Columns form.
  9. After you have defined the header and columns, save and return to the Financial Statement Definition form.
  10. To open the Financial Statement Line Definition form, click Lines.
  11. Define the statement lines.
  12. After you have defined a statement, you can print it by specifying the report ID in the Financial Statement Output form.