Generating a Financial Book

  1. Navigate to Financial Management > General Ledger > Financial Reporting.

  2. On the Financial Reporting Runs screen, click the Books tab.

    Note:  Only financial reports that you have created and run are listed on the Financial Books tab.

  3. Fill out the appropriate fields and click the Go >> link to search for the desired financial book. The Financial Books tab refreshes listing the generated search results.

  4. Hover over the Name and select Run from the pop-up menu.

  5. The Financial Book Run screen appears.

  6. On the Financial Book Run screen, you can change the order the reports appear in the financial book by manipulating the up and down arrows.

  7. Enter the Printer that generates the financial book.

  8. Enter the number of Copies you wish to create.

  9. Select whether or not to Duplex the pages of the financial book (print on double sided or single sided pages).

  10. Select the Generate Cover Page checkbox to have the system generate a cover page for your financial book. The Line fields and Generate Table of Content fields appear.

  11. Enter any text you wish to appear on the cover page in the corresponding line.

  12. Select the Generate Table of Content checkbox. The system generates a table of content for the financial book.

  13. Select or PDF to create a PDF version of the financial book.

  14. Click Print to submit the report.

Revision: 2026.01