Select Period End Reports

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Expand/Collapse item  Overview

You can select reports and financial report groups to print for period-end and year-end processing. The selected reports can be printed before or during period-end or year-end processing. When you perform period-end processing, only the reports selected in Period End Report Selection are available for printing. You can also print a listing of all selected reports and report groups.

Note This procedure applies only to some modules.

Expand/Collapse item  Before You Begin

The reports and financial report groups displayed in the Period End Report Selection window have already been defined.

  • You can set up a report setting for each report with options and selection criteria for period-end and year-end reporting purposes. For more information, see Create a Report Setting.

  • You can set up a financial report group in the Financial Report Group Maintenance window in the General Ledger module. For more information, see Create Financial Report Groups.

 

To select period-end and year-end reports

  1. Select module's Period End menu > Period End Report Selection.

  2. In the Report Name field, select a report or financial report group. For more information, see Period End Report Selection - Fields.

In the Report Setting field, enter a report setting or financial report group to print. For reports, the report setting must already be defined for the report.

Note For financial report groups in the General Ledger module, the financial report group must already be defined in the Financial Report Group Maintenance window.

  1. In the Copies field, enter the number of copies of the report or report group to print.

  2. If you do not want to use the default printer saved with the report or financial report group, clear the Default Printer check box. Click Accept.

Reports and financial report groups are selected to print during period-end or year-end processing.