Create a notation—Financial Report Writer

The information that you include in the Notations tab can clarify, enhance, or add information to rows in a report.

For example, you might want to note that one of the accounts included in the report received additional funding, or that an account has seasonal activity. Having this information directly on the report can be helpful to auditors or CFOs who might not otherwise know why the number is larger (or smaller) than expected.

The Notations tab is where you add a column with information for any row in the report.

1. Open or create a financial report and tab to Notations.
2. On the Create notations page, select Add notation and provide a name for the notation.

   For example, you might create a notations column called Comments or Explanation. That name appears as a title on the report and is used to select the right notation column within the report.

3. For each row that gets a notation, enter the notation text on the appropriate line. Keep the amount of text short, because this text will appear inline when the report is run.
4. You can enter a notation at the top of the account group. In this case, the notation appears with the total row.
5. Save your notations.

You are notified if adding a column at the selected location affects an included computation.

The notation appears at the Total instead of repeating for each row.

 

Next: Permissions tab