Financial Report

Use the Financial Report screen to add a new financial report to the system. To access the screen, click the Need to create a new report? Click here to add link on the Financial Reporting Runs screen.

Fields on the Financial Report screen are:

Field Description
Name The name of the financial report.
Report Heading Appears when selecting reports to run, as well as at the top of the report generated.

Click Save to save changes made on the Financial Report screen and continue to the report.

Click Close to complete your work on the Financial Report screen without saving and return to the Financial Reporting Runs screen.