Search for a Finance Report

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

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

To search for 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 that contains the report for which you are looking
3. In the left pane of the Settings page, click Folders, Reports, & Documents > Finance Reports Configuration.
4. On the grid toolbar, use the Search field to enter text that is associated with the report for which you are looking.