Add a Finance Report

Use Finance Reports Configuration in the Folders, Reports, & Documents submodule in the Settings module to create a finance report.

To use Finance Reports Configuration, you must have access to Settings as defined in User Access Rights under Settings.

To add a finance report:

1. On the main toolbar, click Settings .
2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company for which you want to create a report.
3. In the left pane of the Settings page, click Folders, Reports, & Documents > Finance Reports Configuration.
4. On the grid toolbar, click Create New Report .
   WorkBook adds the new report to the Report drop-down menu.
5. In the Report drop-down menu of the grid toolbar, select the newly created report group.
6. Click Add New Row
   WorkBook displays the new row in the grid.
7. In the grid, double-click the following cells to enter or select values for the following:
   • Group
     Note: The options are determined by the groups that you created in Finance Account Groups. For instructions, see Add a Finance Report Group.
   • Display Title
8. To apply formatting styles, do any of the following:
   • To hide a specific row, select the Hide check box.
   • To apply bold font, select the Bold Font check box.
   • To underline, select the Underlining check box.
   • To specify a font color, double-click the Font Color cell and select a color.
   • To specify a background color, double-click the Background Color cell and select a color.
   • To apply lines before the row, double-click the Lines before cell and specify a value.
   • To apply lines after the row, double-click the Lines after cell and specify a value.
   • To add a page break before a row, select the Pagebreak before check box.
   • To add a page break after a row, select the Pagebreak after check box.
9. To add new rows, repeat steps 6 through 8.