Specify Account Groups on General Ledger Reports

You create account groups as a way to organize accounts for financial reporting purposes. After you create account group names and account group tables, you can use account groups to organize data on your general ledger reports.

To specify account groups on general ledger reports, complete the following steps:

1. From the Vision Navigation menu, click Reporting > General Ledger.
2. Click Search in the Options field.
3. On the General tab of the Options dialog box, select the account group table from the Group Table field. If you set up two levels of account groups, when you select a single account group table you select both the summary account group and its associated detail account groups.
4. Optional. To generate a Balance Sheet, Income Statement, or Profit Planning Monitor, use the Hide Account Number option to specify whether the account number is displayed or hidden.    If you hide the account number, the report contents still sort by account number but the account name displays in the location where the account number usually displays.
5. On the Sorting/Grouping tab, move the Account Group sorting criterion so that the sort order is as follows:  Account Type, Account Group, Account Number. The Account Type criterion must always be the first sort option.
6. On the dialog box, click Apply.
7. On the toolbar, click Preview to view the report with your new sorting and grouping options.