Report info tab—Financial Report Writer

The Report info tab is the first page of the Financial Report Writer. This is where you name your report and select a basic report structure.

If you're new to creating and editing financial reports, we recommend that you start by reviewing the information about creating financial reports. You'll get an overview of the main steps for building reports, and learn how each tab guides you through the process.

Name your report

Give your report any name that will help you distinguish it from other reports. The report name, which is different from the title, is used to identify the report on the page, but does not appear on printed (PDF) reports.

The report name is used in the following places:

• List of financial reports: The report name appears in the Financial Reports list, Reports center, and other places where you select, display, or edit financial reports.
• Report header (HTML or Excel formats only): When the report is displayed on the page in HTML or Excel, the header displays Your company name-Report name.

To specify the report title, go to the Format tab, select the Page setup and columns section, and enter the Report title.

Set the report type and audience

Optionally, organize your financial reports by type and audience. This is helpful to ensure that all authorized users understand the report purpose, who it's for, and delivery preferences.

1. Select the Report type from the dropdown list. All existing report types appear in the list, and an option to add a new report type. You can also use Find to find a specific report type.

2. Select the Report audience from the dropdown list. All existing audiences are shown, and an option to add a new report audience. You can also use Find to find a specific audience.

To create a new Report type or Report audience, select Add from the dropdown list. You can also create report audiences and report types from the Company Setup Checklist.

The Report type and Report audience appear in the list of reports after the name, and can be filtered and used for searches.

Select a report structure (new reports only)

When you create a new report, you're asked to select a basic Report structure. Based on your selection, the options on the remaining tabs change to help you create the type of report you're looking for.

1. Review the options in the Report structure section of the Report info tab, using the report samples as a guide.

   As you select options, samples show the type of report output you can expect. This is a great way to learn about the types of reports you can create.

2. Select options to determine your basic report structure.
   • Select either Accounts or Dimensions, depending on what you'd like to see on your report rows.

     The Computations tab is only available when the report structure is set to Accounts. All types of financial reports provide the option to add a summary column that computes a value from other columns. For example, computing the average across a set of columns.

   • Optionally, decide whether you want to display additional row-level information.

     An additional checkbox further refines the type of report that you want to create. Notice how the samples on the right change to show the effect of your choice.

3. When you're done, select the Rows tab to get started with your report.

You can only change the report structure before you save your report.

Next step: Rows tab