Editing Reports to Assign Account Groups and Columns

After the report is created, the next step is to assign the Accounts Groups and the columns that appear on the custom Financial report. Different column options appear based on the type of selected report.

Do one of the following:
- GL/AP > Setup > GL Custom Reports Setup section.
- Management Console (EMC) > ;Standards > GL/AP Setup section.
Click Reports.
In the Setup - Custom Reports screen, click edit next to the report name. The Setup - Add Groups window for the specific report appears on the screen.
Select the account group that you want to include in the report from the Available listing of account groups and click >> to move it for the custom Report list. Repeat the process until you include all the necessary account groups for the report.
To reorder the account groups listed for the custom report, select the account group that needs to move and then click Up or Down to move it to the correct position.
After account groups are listed in order you want, select the columns and the order that they are to appear on the report. Depending on the report type, you have different options available. See the chart below listing the options for each report type.
Select the first column for the report. The number is automatically updated for the column to show on the report into the field next to column Title/name. To change the order, manually change the numbers as needed.
If you need to change the name in the title field, highlight the name and then type the new title.
Continue steps 6 and 7 until you add all the columns needed for the custom report.
Click Save.

Report Type	Report Detail Options	Available column for Report Details
Balance Sheet	Current Month Totals Previous Year Totals Prior Period Totals Same Period Prior Year	Actual $ Budget $ Var $ (Variance)
Income Statement	Current Month YTD Totals Previous Year Totals Prior Period Totals Same Period Prior Year Totals	Actual $ Actual / Day Budget $ Budget / Day Var $ (Variance) Var / Day % of Revenue
Period Based (Period/monthly report that can be generated for a specific year and specific periods selected)	Period Total	Actual $ Actual / Day Budget $ Budget / Day Var $ (Variance) Var / Day % of Revenue

Current Month Totals	Current month total or current range of months total
Year To Date Totals	YTD always shows the total year to date as at the last month selected
Previous Year Totals	Always the previous year to date total. Does not change depending on the months selected
Prior Period Totals	Example Run report for Mar. 2017 and the previous period total is Feb. 2017. Run report for Jan to Mar 2017 and the previous period is Oct. to Dec. 20016
Same Period Prior Year	Same month last year if only one month is selected or same months last year if a range of months are selected

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Editing Reports to Assign Account Groups and Columns

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