Skilled Nursing Facilities

Setting the Report Layout

You can customize the report output. You can insert formatting for text, lines, spaces, and functions. For example you can insert a line called Net Income on the Income Statement, then use a formula to build the total that appears on the report using existing account groups. You can also add a double line at the bottom of the report to make it look professional. 

Note

You must assign Account Groups to the report before adding layout options. 

  1. Do the following:

    • Single facility GL/AP > Setup > G/L Custom Reports Setup >  Reports.  

    • Multi-facility: Management Console > Standards > Financial Management > GL/AP Setup > Reports.  

  2. Click layout to customize the report output with formatting and formulas. 

  3. Click insert where you want to add formatting or formulas on the report. 

    1. Click formating options to include on the report. 

      • Blank line

      • Page Break

      • Horizontal Line

      • Double Lines

      • Bold

      • Italic

    2. To create a formula, select Formula and then click edit. 

      • Select Apply Filter to limit the Account Groups used on the report to show only the Account Groups already in use on the custom report. 

      • Select the Account Group to use, click Add to build your formula. Continue this process to add additional Account Groups and functions. You can add, subtract, multiply, divide and use brackets to create your desired output on the report.

        SCR_Formula_Builder2.jpg