Print
Financial Reports
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Three Hole Punch
Select this check box to print the report with a larger margin. This allows enough space for you to three-hole punch the report. Clear this check box if you do not want a larger margin for this purpose.
Number of Copies
Select the number of copies to print.
Collated
Select this check box to print each copy of the report or form in proper binding order when printing multiple copies. Clear this check box if you do not want to collate the report or form. This check box is available only if the value selected in the Number of Copies field is greater than 1.
Keep Window Open After Print
Select this check box to keep this window open after you print. Clear this check box if you want this window to close automatically after you print.
Note The selection for this check box is set by user and workstation.
Keep Window Open After Preview
Select this check box to keep this window open after you preview the report or form. Clear this check box if you want this window to automatically close after you preview the report or form.
Note The selection for this check box is set by user and workstation.
1. Main
Select the fiscal year to use for printing the financial reports.
Select the accounting period to use for printing the financial reports. The two-digit period and ending period date are displayed.
The number of periods displayed depends on the number of periods entered in the Number of Accounting Periods field in the Fiscal Year Maintenance window.
Select this check box to print a footnote on each report. The footnote entered for each report in the Financial Report Wizard prints, unless the Print Run Time Footnote check box is selected. When the Print Run Time Footnote check box is selected, the footnote entered in the Footnote Text field prints on the report. Clear this check box if you do not want to print footnotes on each report.
Select this check box to allow run time footnotes to print on the reports. You must also select where the footnotes print at the Print Footnotes On field, and enter footnotes in the Footnote Text field. Run time footnotes only print on a report when the Allow Footnote to be Changed at Run Time check box is selected for the report in the Financial Reports Wizard. Clear this check box if you do not want to print run time footnotes on the reports.
This field is available only if the Print Footnotes check box is selected.
Select where to print run time footnotes on the financial reports. You can print run time footnotes on each page, first page only, last page only, or not at all. This field is available only if the Print Run Time Footnote check box is selected.
Select this check box to center the run time footnotes at the bottom of the pages selected in the Print Footnotes On field. Clear this check box to print the run time footnotes at the bottom left margin of the pages selected in the Print Footnotes On field. This field is available only if the Print Run Time Footnote check box is selected.
Enter the run time footnote text to print on the reports. Press ENTER to begin a new line of text. You can enter up to 1024 characters of footnote text. This field is available only if the Print Run Time Footnote check box is selected.
2. Select
Operand
Select an operand to limit your selection to a particular value or range of values. When selecting a value using the Lookup button or entering a value directly into the Value field (and moving out of the field), the operand automatically changes to Equal to. Likewise, when selecting a value using the Lookup button for a range or entering values directly into both Value fields, the operand automatically changes to Range.
The following operands are available:
Operand
Operand Function
All Selects all information for the Select Field. Begins with Selects only the information for the Select Field that begins with the value entered in the Value field. Ends with Selects only the information for the Select Field that ends with the value entered in the Value field. Contains Selects only the information for the Select Field that contains the value entered in the Value field. Less than Selects only the information for the Select Field that is less than, but not equal to, the value entered in the Value field. Greater than Selects only the information for the Select Field that is greater than or equal to the value entered in the Value field. Range
When Range is selected, two Value fields are used. Information is selected that is greater than or equal to the first value entered and less than or equal to the second value entered in the Value fields.
Entering a range of account numbers produces different selection results than entering a range of main accounts and segments. When you specify a range of account numbers, all account numbers in that range are selected. When you specify a range of main accounts, all accounts beginning with the specified main account numbers are selected. Main account selections override account number selections.
Note Entries in the "From" Value field may change to the entry made in the "To" Value field, if the "From" Value contains a lowercase letter and the "To" Value contains an uppercase letter. This occurs because lowercase letters are greater than uppercase letters. For example, if 01a is entered in the "From" Value field and 01C is entered in the "To" Value field, the "From" Value field changes to 01C.
Equal to
Selects only the information for the Select Field that is equal to the value entered in the Value field.
Not Equal to
Selects only the information for the Select Field that is not equal to the value entered in the Value field.
Additional operands are available for date Select fields. The system date is used to calculate the date ranges. When one of the date operands is selected, the Value fields automatically default to the appropriate dates.
Multiple values can be entered using a comma (,) to enlarge the selection criteria. You can also use alternate separators (other than the reserved comma) to separate multiple selection values.
Note When alternate separators are used, the value list must end with the alternate separator character.
The alternate separators include the following:
~ ! @ # $ % ^ & * ( ) = [ ] \ ; " / _ + { } | : < > ?
Note If you enter a value that contains a comma (for example, if a vendor number is
01-SAGE,WEST ), then you must enclose the value with an alternate separator (for example,%01-SAGE,WEST% ). Because the comma is a separator, if the value is not enclosed in alternate separators, the system can search for two incorrect values (for example, "01-SAGE" and "WEST", instead of "01-SAGE,WEST").These selections only print for a report if the Use Run Time Ranges check box is selected in the Financial Reports Wizard. If the Use Run Time Ranges check box is selected, selections entered in the Select Ranges of Accounts to Print panel of the Financial Reports Wizard will not be included in the current print selection.
This field is not available if only Balance Sheet or Cash Flow reports have been selected to print in the Financial Reports window.
Value
Enter a value based on the operand entered, or click the Lookup or Calendar button to select a value from the list. Multiple values can be entered by using a comma or alternate separators to separate values.
You can enter single or multiple values as follows:
Operand
Value
All Selects all information for the Select Field. Begins with
Multiple values are separated by a comma or alternate separator. An OR condition is assumed.
Ends with
Multiple values are separated by a comma or alternate separator. An OR condition is assumed.
Contains
Multiple values are separated by a comma or alternate separator. An OR condition is assumed.
Less than Only single values are allowed. Greater than Only single values are allowed. Range Both Value fields are used to define a range. Only single values are allowed at each Value field. Equal to Multiple values are separated by a comma or alternate separator. An OR condition is assumed. Not Equal to
Multiple values are separated by a comma or alternate separator. An AND condition is assumed.
Note If you enter a value that contains a comma (for example, if a vendor number is
01-SAGE,WEST ), then you must enclose the value with an alternate separator (for example,%01-SAGE,WEST% ). Because the comma is a separator, if the value is not enclosed in alternate separators, the system can search for two incorrect values (for example, "01-SAGE" and "WEST", instead of "01-SAGE,WEST").The selections entered in this field only print for a report if the Use Run Time Ranges check box is selected in the Financial Reports Wizard.
This field is not available if only Balance Sheet or Cash Flow reports have been selected to print in the Financial Reports window.
3. Trend
What accounting periods do you want to print?
Select the number or range of periods to print on the trend report.
Select Trailing Number of Periods from the Current Period to select the number of periods before the current period to print on the report. Then select the number of periods before the current period to print. You can select any value from 1 to 12.
Select Specified Range of Periods to select a starting and ending period for the trend report. The report prints information for all periods between and including the periods selected in the First Period and Last Period fields. You must select periods in the First Period and Last Period fields.
This field is available only if the Use Run Time Trend Period Options check box is selected in the Financial Reports Wizard.
If the current period is period 5 and you want to print information for periods 1-4, select Trailing and then select 4.
If the Specified Range of Periods option is selected, select the starting period for the trend report. The period entered in this field must occur before the period entered in the Last Period field. You can only select periods in the current fiscal year.
This field is available only if the Specified Range of Periods option is selected and the Use Run Time Trend Period Options check box is selected in the Financial Reports Wizard.
If the Specified Range of Periods option is selected, select the ending period for the trend report. The period entered in this field must occur after the period entered in the First Period field. You can only select periods in the current fiscal year.
This field is available only if the Specified Range of Periods option is selected and if Use Run Time Trend Period Options check box is selected in the Financial Reports Wizard.
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