Search for a Corporate Reporting Setup Record

Use Corporate Reporting Setup in the Folders, Reports, & Documents submodule in the Settings module to search for a corporate reporting setup.

To use Corporate Reporting Setup, you must have access to Settings as defined in User Access Rights under Settings.

To search for a corporate reporting setup:

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 that contains the reporting setup for which you are looking.
3. In the left pane of the Settings page, click Folders, Reports, & Documents > Corporate Reporting Setup (308).
4. On the grid toolbar, use the Search field to enter text that is associated with the record for which you are looking.