Financial Reports - Report Settings

Overview

The Report Settings tab can be used to make selections and adjustments to appearance preferences on the Standard Reports. This provides a way to control some of the settings for what can/cannot display on reports. Preferences in the settings include information such as being able to add your company name and upload a logo to display on Standard Reports. The Report Settings that you select will be reflected on the following Standard Reports:

• Profit & Loss
• Profit & Loss vs. Budget
• Balance Sheet
• Trial Balance
• Cash Flow.

Note: The Report Settings tab is only applicable to the Standard Reports. This tab does not apply to Custom Reports. 

Financial Reporter Icons

When you initially access the Financial Reports - Report Settings tab, the following icons are available on the upper-right portion of the screen.  

• Management Reports - provides access to the same reports that are available from the Accounting Home | Reporting | Management Reports link. This is a quick and easy way to access the Management Reports without having to return to the Accounting Home page. 
• Knowledge Base - provides access to this Financial Reports - Report Settings knowledge article. If you have the Custom Reports tab selected, the Financial Reports - Custom Reports knowledge article displays when this icon is clicked. If you have the Standard Reports tab selected, the Financial Reports - Standard Reports knowledge article displays when this icon is clicked. 
• Dashboard - provides access to the same Accounting Dashboard that is accessible from Accounting Home |  Reporting | Dashboards. 

Select Report Settings

1. Navigate to Accounting Home and click the Run Reports tab. Then, under the Utilities menu, click Report Settings.
2. To Edit the settings, click the Pencil icon that displays to the right of Report Display.
   
   
   
   
3. Select Ledger populates with the system default Ledger from the Default Ledger screen or the Ledger for the current user (if a Ledger was selected in the Ledger Manager).  Click the X to clear the default Ledger and then search for and select another one.
4. Company Name populates with the organization (org) name. If you want the Company Name to display on the Standard Reports, enter it in this textbox. You can overwrite what currently displays. The Company Name can include up to 255 characters. 
   Note: The name entered in this textbox will display in the Report Viewer at the top of Standard Reports. The name entered in the Company Name textbox will also display on the PDF version of Standard Reports. 
5. To upload your company’s logo, under the Logo field, do one of the following:
   Note: The dimension constraints for adding a logo is 200 width x 55 height pixels. In order to prevent the logo from stretching on a PDF report, the height must be 55 pixels.
   
   1. Click Upload Files. Then, navigate to the location of the logo file and select it to upload.
   2. Drag and drop the logo file to the Drop Files box.
      
      
      
      
6. After you upload the logo file or drag and drop it, the Upload Files dialog box displays. Click Done when the upload completes.
   
   
   
   
7. Duplicate on all Ledgers defaults to “Off.” If you want to display the same company name and logo on the Standard Reports for all Ledgers, click the button to turn on this option for all Ledgers. The dialog box below displays.
   Note: The Duplicate on all Ledgers option only displays when the Report Settings page is in the Edit mode (the Pencil icon was clicked to edit the page).
   
   
   
   
8. Click OK. The Swipe button for Duplicate on all Ledgers is enabled and displays as “On.”
9. The Column Header for Accounting Period Name section determines the format for the period column heading display on reports. The dates in the drop-down list default to the current month to provide an example of how this will display on reports. Select one of the following:
   Note: The formatting in this drop-down list displays based upon your locale.
   
   1. Accounting Period (example: 2021-06)
   2. Period End Date (example: 06/30/2021)
   3. MM/YY (example: 06/2021)
      This sample screen below provides an example of how the date will display on a report when MM/YY is selected for the period column heading on reports.
      
      
      Note: Click here to view the above image in full screen. 
      
      
10. The Swipe button for Duplicate on all Ledgers defaults to “Off.” If you want to display the same Accounting Period Name format on Standard Reports for all Ledgers, click the Swipe button. The dialog box below displays.
    Note: The Duplicate on all Ledgers option only displays when the Report Settings page is in the Edit mode (the Pencil icon was clicked to edit the page).
    
    
    
    
11. Click OK. The Swipe button for Duplicate on all Ledgers is enabled and displays as “On.”
12. The Default Report Display section includes the Expand Report Rows option, which defaults to “Off.” When you view a report, if you want the rows on all Financial Reports to automatically display as expanded, click the button to turn on this option.
    Note: Once you display the report, the Expand All/Collapse All buttons will still be available to use, regardless of how this setting is selected.
13. Duplicate on all Ledgers defaults to “Off.” If you want report rows to display expanded on the Standard Reports for all Ledgers, click the button to turn on this option for all Ledgers. The dialog box below displays.
    Note: The Duplicate on all Ledgers option only displays when the Report Settings page is in the Edit mode (the Pencil icon was clicked to edit the page).
    
    
    
    
14. Click OK. The Swipe button for Duplicate on all Ledgers is enabled and displays as “On.”
15. The Default Rounding determines how amounts/values will display on reports. The drop-down list defaults to No Rounding. You can change the default to one of the following:
    
    1. Whole Numbers - rounds up to the nearest whole number
    2. Rounds to 1000s - rounds the amounts on the report to the nearest 1,000.
16. Click Save. A "Saved Successful" message displays when the changes have been saved.

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Summer ’22 Release

Release Notes and Schedule

• With the Summer '22 release, a new Default Report Display section has been added to the Report Settings page.
• Duplicate on all Ledgers Swipe button only displays in the Edit mode (the Pencil icon was clicked to edit the page).