Report Setup Steps

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This Wiki is read-only for reference purposes to avoid broken links.

Step By Step

  • Create a sensible tree for your Accounts Elements


  • A second more exploded view:


  • Now please go to the Financial Reports section of the main menu


  • Create a FInancial Report Column Set
    • Select as shown below


  • Create the Report Columns


  • New features in 352a:
    • The Name field is using the @Period@ to pick up the Period Name
    • The Format Pattern is set to #,### . This says “print in whole dollars and use commas to separate the thousands.
    • If the numbers were large enough you could also select “Factor” and choose rounded thousands or millions.
  • The Year-To-Date Column Definition