- Row Designer
- How to Add new row designer
- How to Delete row designer record
- How to Duplicate row designer record
- How to Configure a row
- How to Add Cash Flow Activity row
- How to Add Column Name row
- How to Add Column Name Page Header row
- How to Add Double Underscore row
- How to Add Filter Accounts row
- How to Add Line row
- How to Add None row
- How to Add Page Break row
- How to Add Percentage row
- How to Add Row Calculation row
- How to Add Row Name - Center Align row
- How to Add Row Name - Left Align row
- How to Add Row Name - Right Align row
- How to Add Underscore row
- How to Generate row
- How to Use Row Options
- How to Configure formula for Row Calculation row
- How to Configure formula for Percentage row
- How to Configure Row Calculation to show on Credit and Debit columns
- How to Configure Row Calculation row to show on Other columns
- How to Configure Account Filter using Filter Accounts
- How to Configure Account Filter using Chart of Accounts screen
- How Highlight button works
- How Print Each option works
- How to Hide row
- How to Indent/Outdent row
- How to Verify Accounts
- Row Designer Import/Export Mapping
- Column Designer
- How to Add new column designer record
- How to Search and Open column designer record
- How to Delete column designer record
- How to Duplicate column designer record
- How to Configure a column
- How to Add None column
- How to Add Account Group column
- How to Add Account Type column
- How to Add Beginning Balance column
- How to Add Budget column
- How to Add Column Calculation column
- How to Add Credit column
- How to Add Credit Units column
- How to Add Debit column
- How to Add Debit Units column
- How to Add Ending Balance column
- How to Add Filter Accounts column
- How to Add GL Amounts column
- How to Add Percentage column
- How to Add Row ID column
- How to Add Row Name column
- How to Add Units column
- How to Add Units Description column
- How to Configure Formula for Column Calculation column
- How to Add Segment Filter from Column Designer
- How to Assign Segment Filter to a column
- How Start and End Offset works
- How Hidden checkbox works when enabled
- How Reverse sign for expenses checkbox works when enabled
- Report Header and Footer
- How to Add new header or footer record
- How to Search and Open header or footer record
- How to Delete header or footer record
- How to Duplicate header or footer record
- How to Configure a header or footer
- How to Add Custom header/footer
- How to Add Date Range header/footer
- How to Add Date Time Range header/footer
- How to Add Page header/footer
- How to Add Page Of header/footer
- How to Add Printed Date header/footer
- How to Add Printed Time header/footer
- How to Add Report Description header/footer
- How to Add Report Title header/footer
- How to Add Segment Filter Group header/footer
- How to Associate a column designer setup to a header or footer
- How to Configure header and footer font properties and row height
- Financial Report Builder
- Financial Report Viewer
- Report Templates
- Financial Report Group
- Budget
- Report Settings
- How to open Report Settings screen
- How to Print Report from the Report Settings screen
- How to Use As Of Date
- How to Use Segment Filter field in the Report Settings screen
- How Suppress Zero works
- How Include Audit Adjustment works
- How to Add Segment Filter from Report Settings
- How to Assign Segment Filter to a report
- Segment Filter Group
- Retained Earnings and Current Year Earnings
- Grid section of the screen
- Financial Reports Usability
- Page Header Usability
Overview
Content Tools