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Previewing or printing a statement group

If you have access to a statement group, you can preview or print it from the Reports menu.

When you print a statement group, all statements in the group print. Unless the statement group consists of only one statement, you cannot print individual statements.

Note:

If you have permission to manage financial statements and want to print a single statement or a single worksheet, see Printing a financial statement.

From the Reports menu, click Financial > Financial Statements > <statement group>.

The reporting period is always set for the previous month. If needed, click (Change View), select a different period, and click OK.

Note:

If you select a date range, the end date is used to assign the current month. For example, if you enter a date range of 01/15/11 to 02/14/11, the current month is considered February 2011.

You can also change the reporting period on the Financial Statement preview window. If you change it there, click (Refresh) to update the data.

If you do not want to preview the statement group before printing, click the Print button. Skip the rest of these instructions.
To preview the statement group before printing, click the Preview button. The Financial Statement preview window, with a subtab for each statement in the group, appears. If the statement group is set up to print for each department or each reporting entity, then a subtab for each department or each reporting entity appears.
Click the Print button.