Your org must have the Financial Suite Winter '26 version 3.363 or later installed to use this feature.

Overview

Report Settings allows you to customize the visual appearance of your financial reports without changing the structure or content of the report. Every Financial Report can have specific format settings to tailor the appearance of the report.  Use settings to:

• Add and configure headers and footers
• Customize fonts, and colors
• Format percentage values 
• Choose negative numbers format and color
• Coming soon: Display logo on a PDF export
• Coming soon: Apply rounding and decimal precision

Contents

• Header section 
• Footer section 
• Fonts and Font Color 
• Other Formatting Options 
• Manage Report Settings 

Financial Report Settings

Settings selections apply to either the reports grid, exported reports, or both.

Header section

The Header appears at the top of exported and printed reports, currently in Excel or CSV formats. PDF exports are planned for an upcoming release.

Alignment sets the header section to the left, center or right of the page.

 

Select Lines 1, 2 and 3 to include the Company Name (enter your text to the right), Report Name (enter your text to the right) and Period which can be displayed as the period name with dates, or in MM/YYYY format. Deselect any checkbox for a header line you don’t want displayed.

 

Use the drop-down selection in any Line fields to change the order in which line the Company Name, Report Name, or Period are displayed in the Header.

 

Exported report with three-line header: 

Note: Click here to view the above image in full screen. 

Note: If no detail is added for Company Name, the Ledger name is used on the report. If no detail is added for Report Name, the Report name is used on the report.

Logo  

The Logo applies to PDF exports only and this functionality will be part of a future release.

Footer section

The footer appears at the bottom of exported and printed reports.

Alignment sets the footer section to the left, center or right of the page.

 

Select Lines 1, 2 and 3 to include Page Number, Report Date/Time and Notes (enter text in the editor). The font, font size and color are controlled by the Font Settings section.   Deselect any checkbox you don't want to use.

 

Use the drop-down selection in any Line fields to change the order in which line the Page Number, Report Date/Time or Notes are displayed in the Footer.

 

Exported report with three-line footer aligned center: 

Click here to view the above image in full screen.  

Fonts and Font Color

The Theme applies to the grid view only. 

Font Color and Size selections change the appearance of report details in both the grid and the printed reports.

Select a Theme and Font.

Make Font Color selections as necessary using the color picker or typing a Hex color code.

Set the Font Size you want for each of the Header, Footer, Row Header and Row Data elements.

Different views of the same report:

Grid view 

Click here to view the above image in full screen.  

CSV export 
 
Click here to view the above image in full screen. 

 Print view 

Click here to view the above image in full screen. 
 

Other Formatting Options

• Select the Percentage Decimal Places to display on your report. You can enter whole numbers from 0 to 24.
• Choose how Negative numbers are displayed in parentheses “(1000)” or with a minus sign “-1000”.
• Select Suppress Zero Amounts to enable suppression of zero amount rows when there are either no transactions for that field, or when the transaction net total equals zero.

Manage Report Settings

Save or Save As: You can use the default report settings template to create and save your own settings. To save as:

1. Navigate to the Financial Reports Hub, and click the Financial Report Settings tab.
2. From Report Setting, select an existing saved setting.
3. Click Save, then select Save As.
4. Type a unique name for the report settings.
5. Click Save.
6. Make setting selections as necessary.
7. Click Save. 
   Note: Be sure to Save/Save As before navigating away from the Financial Report Settings tab. You will not be prompted and if you don’t save, any changes are lost.

Note: You may need to refresh the Financial Reports tab to see the new Settings option on the report grid.

Delete: To delete a report setting you no longer need, select the setting, click the Save button, then select Delete.  

Click here to view the above image in full screen. 
 

Click the Delete button on the confirmation dialog box.