Add a General Ledger account to a financial report

Sometimes you might want to add a General Ledger account to a financial report: perhaps it was omitted when the report was created, or perhaps it's a new account.

This is a multi-step process.

  1. Determine the account group to add the GL account.
  2. Determine the Account Group Type and locate the member within the hierarchy to which you're adding the account (a GL Account can only be directly added to the Account Group Type "Accounts").
  3. Add the GL Account to the account group.

Locate the account group used on the financial report

  1. Go to General Ledger > Reports > Financial Reports.
  2. Locate the report that should include the additional account and select Edit.
  3. Tab to Rows. The account groups contained in that report are visible in the Row Structure column so you can see which account group to add the account to.

Determine the Account Group Type and locate the account group to which you're adding the GL Account

  1. Go to General Ledger > Financial report structures > Account groups.

  2. From the Account Group Type column, determine whether the account group holds Groups, Accounts, or Category.

    Account Group solutions
    If the account group is... ...do this
    Groups
    1. Select Hierarchy for the account group to see a list of account groups included in this group.
    2. From the Account, determine the Account Group of Accounts that the GL Account should be added to and select Edit for that group.
    3. In the Specify accounts section, select the account to include and select Add.
    4. Select Save.
    Accounts
    1. Select Edit for the account group to open the Account Group Information page.
    2. In the Specify accounts to include section, select the category and select Add.
    3. Select Save.
    Category
    1. Select Hierarchy for the account group to see a list of account groups.
    2. From the pop-up window, determine the appropriate category to assign the Account.
    3. Close the pop-up window and go to General Ledger > General Ledger Accounts.
    4. Locate the account and select the Edit link.
    5. In the Category field, select the appropriate Category from the dropdown menu.
    6. Select Save.
    If a category is already assigned, changing the category affects any reports using that Category.

When you run the financial report again, the added General Ledger account appears on the report.