List financial report

List financial report based on report definition and prompt values. 

When you select one of the 12 column report layout types, the following additional prompts display for further defining your report contents and layout.

Twelve Column Layout Prompt - Multiple Periods

Enter period number and column heading for 1 to 12 columns, a grand total heading, and a title.

Draft Format Prompt

This prompt allows entering a range of accounts and list of sub-accounts to limit the number of accounts listed.  This draft report provides an excellent spread sheet layout of account history, which may be further analyzed using the print prompt dialogue's ‘Open in Spreadsheet Program’ option.

You may also list sub-totals by account number by checking ‘SubTotals by Sub Acct No?’.

Twelve Column Layout Prompt - Multiple Sub Accounts or Divisions

Enter sub account numbers or division codes for 1 to 12 columns, a grand total heading, and a title.

 

Twelve Column Layout Example - CPA Report Format