Use the Finance Reports Configuration submodule to create a finance report.
To use the Finance Reports Configuration submodule, you must have access to
Settings as defined in the User Access Rights submodule under
Settings.
-
On the main toolbar, click
Settings
.
-
If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company for which you want to create a report.
-
In the left navigation pane of the Settings screen, click
.
-
On the grid toolbar, click
Create new report
.
WorkBook adds the new report to the
Report drop-down menu.
-
In the
Report drop-down menu of the grid toolbar, select the newly created report group.
-
Click
Add new row
WorkBook displays the new row in the grid.
-
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 the Finance Account Groups submodule. For instructions, see
Add a Finance Report Group.
- Display Title
-
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.
-
To add new rows, repeat steps 6 to 8.