Financial Reports

Overview

You can run financial reports for standard financial statements or to “slice and dice” your financial data.

Procedures

Navigate to Financial Reports.

You will see a list of pre-configured custom financial reports. Select any of the reports.

By default, you will see financial information for the Report Period as This Year-to-Date and the View By as By Month.

You can select a different Report Period and/or View By.

You can choose to Export data to Excel.

If you have any questions about any GL Account number, you can drill down to see the underlying GL Entries. Then you can search, or sort columns to look for GL Entries that you have an interest in.