Report Parameters / Print Options

Topics in this section are:

Report Parameters

Use the Report Parameters screen to set up the printing and ordering parameters for the financial book you have created. To access the screen, click the Print button on the Financial Book screen.

Report Order fields on the Report Parameters screen are:

Report Order
Field Description
Report The name of the financial report.
Description A brief description of the financial report.
Move The order the report appears in the financial book when printed. Manipulating the up and down arrows allows you to change the order of the reports.

Print Options fields on the Report Parameters screen are:

Print Options
Field Description
Printer The printer that generates the financial book.
or PDF Creates a PDF file of the financial book, which can be viewed via the PDF Viewer.
Copies The number of copies you wish to print.
Duplex Whether or not you wish to print double sided pages or single sided pages.
Generate Cover Page Generates a cover page for the financial book.
Line 1

Enter any text you wish to appear on the first line of the generated cover page for your financial book.

The Line fields only appear if the Generate Cover Page checkbox is selected.

Line 2 Enter any text you wish to appear on the second line of the generated cover page for your financial book.
Line 3 Enter any text you wish to appear on the third line of the generated cover page for your financial book.
Generate Table of Content

If selected, the system generates a table of content for the financial book.

The Generate Table of Content field only appears if the Generate Cover Page checkbox is selected and you have selected more than one report.

Click Print to print the financial book according to the parameters selected above.

Click Close to complete your work on the Report Parameters screen without printing and return to the Financial Book screen.

Print Options

Use the Print Options screen to configure the print options for the selected report run. To access the screen, hover over the desired report run on the Reports screen and select Print from the drop down list.

Fields on the Print Options screen are:

Field Description
Printer The printer that generates the report.
or PDF Creates a PDF file of the report, which can be viewed via the PDF Viewer.
Copies The number of copies you wish to print.
Duplex Whether or not you wish to print double sided pages or single sided pages.
Print Details

Select the level of detail you want to include on the report; either Use Row Settings, Summary Only, Detail Only or Summary and Detail.

The Use Row Settings, Detail Only and Summary and Detail options only appear if the Access Fin Report Detail Lines switch is activated on the Authorization List for Global Security screen.

If the Use Row Settings option is selected, only rows for which the Show Account Details for Row switch is activated on the Row Information screen display detail lines. As such, use the Use Row Settings option if you want the printed or emailed versions of the report to hide or display the account detail lines based on the Show Account Details for Row switch.

Click Print to print the report according to the parameters selected above.

Click Close to complete your work on the Print Options screen without printing and return to the Financial Reporting Runs screen.