Create Financial Report Groups

You can create new report groups, add reports to groups, and remove reports from groups using Financial Report Group Maintenance. You can assign reports to multiple groups, and include a report more than once in a single group. When you create a report group, you must define print settings for the group.

Note When financial reports are printed, a subtotal is printed for each account group in each account category. The order of the account group codes determines the order in which account groups are printed. For more information, see Account Group Maintenance.

Before You Begin

Before you can add a new financial report to a group, the report must be defined in the Financial Reports window using the Financial Reports Wizard. You can also assign a report to a default report group in the Financial Reports Wizard.

To create a financial report group

Select General Ledger Reports menu > Financial Reports.
In the window, in the Report Group field, select any report group. Click the Report Group Maintenance button. For more information, see Financial Reports - Fields.
In the Financial Report Group Maintenance window, click Cancel. In the Report Group field, enter the name of the new financial report group or the group to modify. For more information, see Financial Report Group Maintenance - Fields.
In the Report Name field, enter or select the name of the first defined financial report to add to the new report group.
Repeat step 4 as necessary to add financial reports to the report group.
When you have finished adding financial reports to the group, click Accept.
To print the Financial Report Group Listing, click the Print button.

The financial report group is created or modified.