Customize an existing financial report

A great way to create a report is to start with an existing one. If there's a report on your Financial Reports list that is close to what you need, you can edit it and make changes. Or, duplicate it and use it as a basis for a brand new report.

Edit a report

Subscription

Company

General Ledger

Regional availability

All regions

User type Business
Permissions

Financial Report Writer: List, View, Edit

Applications-specific included in report
Restrictions

Access to financial reports can vary depending on your permissions. The ability to view, add, and edit financial reports is controlled by separate General Ledger permissions.

Working with financial reports involves multiple tasks: running reports, editing reports, drilling down into a report, and so on. Each of these can require a specific set of permissions, both for the General Ledger and for the Company.

Make sure that you have all of the necessary permissions when working with financial reports.
  1. Go to the Financial Reports list.
  2. Select Edit next to the report you want to change. Use the Financial Report Writer to make your changes.
  3. Tab to the appropriate option to make your changes. The following table shows what changes you can make on each tab. Not all options are used for all report types.
  4. Save your changes and run the report to see the new values.
Financial Report Writer editable options
Tab What's editable
Report Info
  • Report name
  • Report type
  • Report audience
  • Active or inactive status
  • Filter by dimension structure on rows
Rows
  • Account groups
  • Detail level
  • Basis for amounts
  • Always display All or None
Columns
  • Column type
  • Calculated value
  • Reporting period
  • Offset
  • Column heading 1
  • Column heading 2
  • Column title
  • Dimension structure
  • Expand by
  • Show as Number
  • Reporting book
  • Display in report output
  • Hide column
  • Spacial divider to separate columns
Computations
  • Computations
Filters
  • As of date
  • Reporting book
  • Dimension filters
Format
  • General (accounts, numbers, dimensions, zero numbers)
  • Page setup and columns (Logo, page header and footer, titles, page settings, fonts)
  • Rows and totals (Hide/Center heading, blank lines and page breaks, hide totals and separators)
Permissions
  • Report owner
  • Add or remove users from Access list (permissions apply)
  • Add or remove users for Exclusion list (permissions apply)

Duplicate a report

To create a new financial report based on an existing one:

  1. Select Edit next to the report you want to use as the basis for your new report.
  2. Select Duplicate to duplicate the report and give it a new name.