Add Reports

Use the Add Reports screen to add reports to the selected financial book. To access the screen, click the Need to add a report? Click here link on the Book tab.

Search fields on the Add Reports screen are:

Field Description
Select Report Search for a financial report by entering a report name.
Select Description Search for a financial report by entering a report description.

Fields on the Add Reports screen are:

Field Description
Use to select which reports to include in the financial book.
Report The name of the financial report.
Description A brief description of the financial report.

Click Save to incorporate the selected reports into the selected financial book.

Click Close to complete your work on the Add Reports screen without selecting any reports and return to the Book tab.