Print a Financial Report

Print a Financial Report

1. Open General Ledger > Financial Reporter > Print Financial Statements.

2. In the Statement Name field, use the Browse button to select the report (that is, the spreadsheet file) you wish to print.

3. Choose the Year/Period in the Fiscal Option section.

4. Choose a Report Type (Actual or Provisional).

5. Select Separate or Consolidated in the Report As section.

The "Separate" option is available only after you select Segment in the Sort By area of the form, and then enter the range of segments (do not choose the Account segment).

6. In the Include area, select Report Options and/or Drilldown Information options (optional).

Drilldown will only be available when you select File or E-mail as the Print Destination.

7. In the Sort By area, choose Account Number, Segment, or Account Group (changes to "Account Sorted Group" when you check the Select Groups by Sort Code Range option below this list.), then:

• If you chose Account Number, enter the range of account numbers.

• If you chose Segment, choose the segment (for example, Division, Area, Region), then enter the range of segments.

• If you chose Account Group, enter the range of account groups.

• if you chose Select Account Groups by Sort Code Range, enter a range of sort codes.

8. In the grid, enter the segment name, the range of segments, and double-click to choose either Consolidated or Separate in the Report As column. ("Separate" is available only if you chose Separate in the Report As area at the top of the form. See step 5.)

9. Select the Print Destination:

10. Printer

11. Preview

12. File

13. E-mail

10. Click Print:

11. If you chose Printer, the Print for Print Financial Statements dialog box appears:

1. Select the printer.

2. Select the paper size and orientation.

3. Enter the number of copies.

4. Click OK. The report prints to the selected printer.

12. If you chose Preview, a Microsoft Excel read-only preview screen displays the report. You can click the Print button to print from the preview.

13. If you chose File, the Save As dialog box appears:

1. Enter a filename or leave the default (the default is the report name plus 001, 002, 003 etc; for example, Incsum05_FR.001.xls. The program adds the FR to the filename.)

2. Select the folder where you want it saved.

3. Click OK, then check the folder to ensure that the file was saved to the correct location. You can open the file from here.

14. If you chose E-mail, the Set E-mail Report As dialog box appears:

1. Enter a filename or leave the default (the report name plus an XLS extension, for example, Incsum05_FR.xls. The program adds the FR to the filename).

2. Select a folder to save the file to.

3. Click OK.

4. In the e-mail that appears (with the file displayed as an attachment), enter the recipient's e-mail address change the subject if you wish (it is, by default, the filename), then click Send.