Run Financial Report

These steps explain how to generate and print income statements and balance sheets.

1. Launch Tool #640 Print CU Financials.

2. Select the desired report on the Financial Statement Report pop-up.

3. Click Select.

4. Enter the current period date in the Current period end field on the next Financial Statement Report pop-up.

5. Select Current or Current YTD in the first drop-down menu under the Type heading.

6. Click the forward arrow.

7. Select the desired report options under the Report Options heading on the Financial Statement Report screen.

8. Click the forward arrow.

Learn More

Learn more about printing financial reports.