Create Financial Book
Use the Create Financial Book screen to select multiple reports to print or run as a single report creating a financial book. To access the screen, click the View Details
icon on the dashboard "Financial Reports" view.
Search fields on the Create Financial Book screen are:
| Field | Description |
|---|---|
| Select Report | Search for financial books by entering a report name. |
| Select Description | Search for financial books by entering a report description. |
Fields on the Create Financial Book screen are:
| Field | Description |
|---|---|
|
Select which financial reports to include. |
| Report | The name of the financial report. |
| Description | A brief description of the financial report. |
| Run as of | The G/L Date the report was generated. |
| Run Date | The calendar date the report was generated. |
| Run Time | The time the report was run. |
Click a Report to view a preview of the report.
Click Refresh to refresh all field data.
Click Run to regenerate the selected reports.
Click Print to print the financial book including all the reports selected above.
Click Close to complete your work on the Create Financial Book screen without creating a financial book of reports and return to the dashboard.
Revision: 2025.12