About statement groups

A statement group is one or more financial statements that you or others in your firm can preview or print without using the Financial Statement Designer.

You might create a statement group for a project manager that consists of a profit and loss statement, balance sheet, and statement of cash flows. Or you might create a statement group comprising two copies of the profit and loss statement: one set to print for accrual, and the other for cash basis.

You must have permission to manage financial statements before you can create or change statement groups. Only statements in the Financial Statement Designer format can be included in a group.

As you do with reports, set security for a statement group so that it is available to all who need it. Coworkers with access to the statement group will be able to print or preview it from Reports > Financial > Financial Statements.

All financial statements in a workbook print when printed as part of a statement group.

See also

Creating a statement group