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General Tab
Make the following menu selections to display this tab:
eFinancials—Setup—Reports Setup—Report Formats—General tab
ePO—Setup—Reports—Report Formats—General tab
Use this tab to add and edit general information for
a report format.
When this tab is complete, you can use the Sections
tab to add one or more sections and the Details
tab to add details for the sections that make up the report format.
The report format tabs allow you to create a unique design for your general
ledger reports.
Fields
Note
An asterisk (*) indicates
a required field or selection.
Format ID *
Enter an identification for the report format.
This identification appears on lists and in reports.
Description *
Enter a description for the report format. This
description appears on lists and in reports.
Credits format
Select a format for credits from the drop-down
list. The following formats are possible: (1000.00), -1000, 1000-. The
format you select in this field is used to present credit entries in lists
and on reports.
For credit account balances that should be positive
amounts, this format does not apply.
Decimal Places
Actual columns
Enter the number of decimal places to be used
on reports for the Actual columns. The default is 2.
Budget columns
Enter the number of decimal places to be used
on reports for the Budget columns. The default is 0.
Variance columns
Enter the number of decimal places to be used
on reports for the Variance columns. The default is 2.
Percentage columns
Enter the number of decimal places to be used
on reports for the Percentage columns. The default is 3.
Show account numbers
This option defaults as checked. Accept this default
if you want reports to include account numbers before account descriptions
on reports.
Remove the checkmark if you do not want reports
to include account numbers before account descriptions on reports.
Show zero $ accounts
This option defaults as checked. Accept this default
if you want reports to include line items for accounts that have a zero
balance.
Remove the checkmark if you do not want reports
to include line items for accounts that have a zero balance.
NOTE that checking this option overrides the Sometimes option for the Show field on the Details Tab, i.e., the Headers will print for 0.00 accounts even when Show is set to Sometimes.
Cancel
Click to exit without saving changes.
Save
Click to save changes.
See Also
Report
Formats Tab
Setup
Questions Report Formats General Tab