Add Reports
To open the Add Reports screen, click the Need to add a report? Click here link on the Book tab.
The Add Reports screen allows you to add reports to the selected financial book.
The following search fields appear on the Add Reports screen:
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. |
The following fields appear on the Add Reports screen:
Field | Description |
---|---|
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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. |
The following buttons allow you to complete your work on the Add Reports screen:
Button | Function |
---|---|
Save | Incorporates the selected reports into the selected financial book. |
Close | Closes the Add Reports screen without selecting any reports and returns to the Book tab. |