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The steps below will show you how to generate a report template.

  1. Open Templates screen from Report Templates screen from Financial Reports module > click on Report Templates menu.
  2. Select only one template to generate at a time.
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  3. The Assign Name field is used to enter a name for the report to generate. It is recommended that you enter a name here so it is easy to locate for the report later. In absence of a name in this field, it will take the Template Name + Date and Time when the template was generated. For this illustration, leave Assign Name field blank.
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  4. Click Generate toolbar button to generate the selected report template.
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  5. As soon as it has completely generated the report, it will directly open the Report Builder screen, showing the newly created report.
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  6. Not only that, components of that report are also automatically created.
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    These are report components created. It is on these records where you modify it however you want your financial reports to look like.
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title15.3 and below

The steps below will show you how to generate a report template.

  1. Open Templates screen from Financial Reports module > Maintenance folder > double-click

...

  1. on Report Templates menu.
  2. Select only one template to generate at a time.
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  1. The Assign Name field

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  1.  is used to enter a name for the report to generate. It is recommended that you enter a name here so it is easy to locate for the report later. In absence of a name in this field, it will take the Template Name + Date and Time when the template was generated. For this illustration, leave Assign Name field blank.
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...

  1. Click Generate toolbar button

...

  1.  to generate the selected report template.
    Image Modified
  2. As soon as it has completely generated the report, it will directly open the Report Builder screen, showing the newly created report.
    Image Modified
  3. Not only that, components of that report are also automatically created.
    Image Modified
    These are report components created. It is on these records where you modify it however you want your financial reports to look like.
    Image Modified
    Image Modified
Expand
title14.4

The steps below will show you how to generate a report template.

  1. Open Templates screen from General Ledger > Financial Reports folder > Financial Report Designer folder > Report Templates.
  2. Select only one template to generate at a time.
  3. The Assign Name field is used to enter a name for the report to generate. It is recommended that you enter a name here so it is easy to locate for the report later. In absence of a name in this field, it will take the Template Name + Date and Time when the template was generated. For this illustration, leave Assign Name field blank.
  4. Click Generate toolbar button to generate the selected report template.
  5. As soon as it has completely generated the report, it will directly open the Report Builder screen, showing the newly created report.
  6. Not only that, components of that report are also automatically created.

    These are report components. It is on these records where you modify it however you want your financial reports to look like.

     

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