Printing a Financial Statement

NOTE: Before you can print a financial statement, you must have first set up it up and defined its columns and lines. For more information, see the Financial Statement Setup Help topic.

1. Open the Financial Statement Output form.
2. Perform one of the following actions:
   • To produce a single report, in the Report ID field, select the ID of the report you want to print.
   • To produce a group of reports, select Actions > Get Group, select the group number of the reports, and select OK.

   The system updates the Financial Statement Output form with all the reports in that group, and you can define each one's output parameters.

3. Select the check box for each type of detail you want to include in the financial statement.
4. In the Report Type drop-down list, select the type of report you want to run.
5. In the Currency drop-down list, select the currency to use. By default, the system produces the report in your domestic currency, but you can change it to a different currency.
6. In the Current Date field, select the effective date for the report. By default, the system uses the current system date, but you can change it to a different date.
7. In the Site Group field, select the site you want to produce the report for, or, to produce the report for all sites, select All.
8. From the Line Summary Level drop-down list, select the desired level of output detail for the report:
   • Direct Reports - Displays one line for each account and for each site. If the direct report is an entity, it reports to the current entity and then summarizes all sites for that entity into a single line.
   • Site - Displays one line for each account and for each site.
   • Summary - Displays and summarizes all sites into a single line for each account. Your selection in the Site Group field determines which sites to include. If this is an entity, the report displays all sites that report to the entity.
9. You can overwrite the following report definition settings for the purpose of this print run:
   • Year Start
   • Period
   • Period Start and Period End
   • From Unit Code 1-4 and To Unit Code 1-4
   • Sort Order
10. Select Print.

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