The Generic Reports Setup page is where you can customise the structure of user-defined reports that are used by your company.

 

To add a new report, in the Generic Reports List block click  and then perform the following steps:

§  Enter a unique Code for the added report;

§  Enter the Name of the added report. In Name 2 you can enter the name of the report in the second language of the system as well;

§  If you want the report to be similar to a previously defined generic report, then select the Source of the report;

§  Specify the details you’d like to Show in your report:

-       Opening Balance: To include the opening balance of each account in the report;

-       Transaction: To view the detailed transaction of each account in the report;

-       Closing Balance: To view the closing balance of each account in the report.

§  Click  to save your work.

§  Next, you need to add the actual report headers.

 

 

 

 

 

Related Topics

Final Reports
Adding Report Headers