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- From General Ledger module > Financial Reports folder > Financial Report Designer folder > double-click Financial Report Builder.
- The Search Report Builder screen will open. Click New toolbar button.
- This will open a blank Report Builder screen.
- Enter Report Name and Description.
- Select report Row and Column.
- Set report Orientation, either Portrait or Landscape.
- Assign custom header and footer, this will be discussed more on How to Use Custom Header & Footer or use i21 default header and footer, this will be discussed more on How to Use Default Header & Footer.
- Set whether you want to show or not show the Report Settings screen when generating the report. See How to Show Report Settings screen before report preview .
- Save the record. You can click the Save the Save toolbar button to button to save it. In case you miss to click this button and you click the Close toolbar button or the x button at the Close toolbar button or the x button at the top right corner of the screen, i21 will prompt you if you would like to save it before closing the screen.
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Overview
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