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- Open Report Templates screen from Financial Reports module > click on Report Templates menu.
- Select only one template to generate at a time.
- The Assign Name field is used to enter You can assign 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. selected report by entering the name of the report in the Assign Name field. If this field is left blank, i21 will automatically provide a name for the report with this format: Balance Sheet - <Date and Time the report template is generated. Ex: Balance Sheet - January 25, 2016 12:9:29
For this illustration, leave Assign Name field blank. - Click Generate toolbar buttonto generate the selected report template.
- As soon as it has completely generated the report, it will directly open the Report Builder screen, showing the newly created report.
- Not only that, components of that report are also automatically created.
These are report components created. It is on these records where you modify it however you want your financial reports to look like.
Click on the Row or Column label to open the Row Designer and Column Designer created.
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The steps below will show you how to generate a report template.
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