Notations tab—Financial Report Writer

The Notations tab gives you the ability to add a column with information for any row in the report. Generally, although similar, a notation different than a simple comment or note. It’s used to express briefly technical facts.

Notations creates a column to the report where report creators can include text content that explains, clarifies, or enhances what’s in the report columns.

You can add a notation for each account group included in the report.

It’s completely optional, and can be used at any location of the report. You can even include multiple Notation columns.

Notations adds a column anywhere in a report that enables report creators to include text that explains, clarifies, or enhances what’s in the report columns.

Adding a notation can help ensure that the reason for an account group activity is clear.

You can add a notation for a single account or any number of accounts in the report. You can even create multiple notations columns and place them in different areas of the report. Create and save them for later use, or include as many columns in a report as you need.

Notations are specific to the account group on which you add them.

The notation can be row specific but is still inserted as a column. The notation appears beside the total for the row the notation was created for.

Working with Notations is a two-step process: create the Notation column and add it to a report.

When the report is run, you’ll see all the notations included in the column at the location you selected.

Next step: Permissions tab