Configuring a Financial Report (1)

Screen ID:

Screen Title:

Panel Number:

UGLHES1C

Work With Financial Statement

5918

Access this screen by selecting Tool #376: Financial Report Configuration.

This is the first of two screens used to configure financial statements. All configured reports will be listed; use this screen to create new reports, modify, copy and rename reports already in place, and delete unneeded reports.

To create a new report: Choose "Create" (1) and enter the Corporate ID and report number. Use Enter to proceed to the main configuration screen. To create a report across all Corp ID’s use Corp ID 99. You will be asked to specify which Corp IDs you want to use when you print the report. A report number can be any 2-digit number not already in use, and does not have to follow a specific sequence. For example, you could create five reports numbered 1, 2, 5, 10, and 20, or any combination you wish.

To modify a report: Select the desired report in the list and use Revise. (To modify multiple reports, hold the Ctrl key and click on additional items, then use "Revise.") After modifying the first report, use Enter to save and the system will automatically display the next report selected.)

To copy an existing report: Select the desired report in the list and use Copy. When prompted, type a new corporation and an unused report number for the copy and use Enter again to proceed to the configuration screen. The copy can then be modified as desired without affecting the original report. This feature is helpful if you wish to experiment with different configurations without changing the reports already in place.

To delete a report: Select the desired report in the list and use Delete. (To delete multiple reports, hold the Ctrl key and click on additional items, then use "Delete.") One confirmation message will appear showing the report(s) selected; use Enter again to complete the deletion.

Locating a Report

Use the Corp ID and Report No. fields located at the top of the list to scroll quickly to a specific report. Enter the desired corporation and report number, then click Position to (F17) to scroll to the first report that matches.