General Ledger > Modify >

Special Reports Setup

 

         

 

 

Overview

Modify Special Reports Setup allows you to set up and edit your special reports. Click Filters on the blue bar above the grid if you want to narrow down your displayed reports. You can filter by Title or by selecting which Statement Types to display. Click the Search button to display results or the Cancel link to return to the main General Ledger page.

 

When no special reports exist, you are prompted to start with either a Manual or Auto Generate set up.

 

This Help page contains the following sections:

Special Reports Grid

Setup List

Run Reports

 

 

Filters

The following fields are filters and allow you to reduce the number of entries that appear on the grid. Click the Search button to refresh the entries on the grid.

Title: Enter a partial or full name of a special report. (Example: If you have a lot of Special Reports but want to find all the reports that have "Director" in the name of the report, then enter "Director" in this field and then click the Search button.)

Statement Types: This is a drop-down list where you can select one or multiple report types. (Example: If you only want to see the special reports that include the "Statement of Activities" report type, select the check box next to "Statement of Activities".)

Security Level: There are several security levels available:

Not Filtered: Displays all special reports regardless of the security.

Unsecured: Only displays the reports that do not have a password assigned.

Change, Delete or Run: Displays the reports with this Security Level assigned.

Change or Delete: Displays the reports with this Security Level assigned.

 

 

 

Special Reports Grid

 

You can drag and drop grid items when creating or editing your special reports.

 

Special reports you have already created appear in a grid. The following columns are displayed:

 

Title

Note: Hover over the Note  icon to preview the note.

Setup: Hover over the Information  icon to display user and time information for when the report was set up and last updated.

 

If your chart of accounts has been altered you receive a message above the grid informing you of this fact and prompting you to review your reports to see if you need to make any changes. Click the Report of changes button to bring up a report displaying all changes to the chart of accounts. Click the Close Report button when finished to return to the Special Reports Setup page. You can also click the Clear Change Flag link to remove this warning.

 

Double-click on a special report or click the Edit  icon to edit (More Information), the Delete  icon to prompt you to delete the special report, or the Copy  icon to create a copy of the special report. Click the Add New Report button above the grid to add a new special report manually (More Information), the Auto Generate New Report button to begin generating a new special report (More Information), or select one or more reports in the grid and click the Copy Reports button to create a copy of all selected special reports.

 

 

Setup List

Select one or more reports and click the View Setup List button to view the Special Report Setup List window where you can select your report preferences:

 

Show General Ledger Links: This option displays the individual records that make up the lines in the special report.

Show Account Details: This option displays the details of accounts within each line on the special report.

 

Selecting both options displays the complete breakdown of the special report.

 

Click the OK button to display a preview of your Special Report Setup List report. You can navigate the pages, export to several formats (e.g., PDF, Excel, Word), and Print. Click the Close Report button to return to Modify Special Reports Setup.

 

 

Run Reports

Select one or more special reports and click the Run Reports button to display a preview of the associated reports. You can navigate the pages, export to several formats (e.g., PDF, Excel, Word), and Print. Click the Close Report button to return to Modify Special Reports.

 

 

Compiled on 5/24/2018 9:19:57 AM