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Questions for Report Formats Details Tab

Questions in this section are intended to help you make decisions about your setup. The questions follow the pattern detailed in the field list that is associated with the task. A field list follows the questions should you need additional information to answer a question.

Instructions

1. Print this topic—one set of questions for each report format you want to add. Right-click this topic to display a pop-up menu, and then select Print.
2. Confirm that you have read the setup details on the topic.
3. Answer each of the questions on this page.
4. Enter a response or circle your answer. If circling, use a highlight marker to select an If statement that matches your response. The If statement tells you what you should do on the tab in the system.
5. Use your answers to set up each report format you want to add.

Questions for Details Tab

Sequence #

Do I want to accept a system-assigned sequence number for this report segment (detail line)?

Circle one: Yes or No.

—If yes, the system-assigned sequence number increments of 10 automatically upon entry.

—If no, enter a sequence number: ___________________

Type

What type of report segment (detail line) am I adding?

Circle one:

1-Print GL Accounts, which includes all general ledger accounts in the report

2-Print description, which includes text data

3-Total sections, which includes total from specified sections

Additional Fields

Depending on your selections in the fields above, any of the following questions may apply.

From Account / Through

What are the starting and ending general ledger account numbers for this report segment (detail line)?

Enter a starting number: _________________________

Enter an ending number: _________________________

Using a printed copy of the chart of accounts makes entering these sequence account numbers easier.

Divisor Account

What is the divisor account number for this report segment (detail line)?

Enter a divisor number: __________________________

Include Acct Types

What is the account type for this report segment (detail line)?

Circle a type: Assets, Liabilities, Capital, Profit, Income, Expenses

Total from Sequence # / Through Sequence #

What are the starting and ending sequence numbers for account totaling for this report segment (detail line)?

Enter a starting number: _________________________

Enter an ending number: _________________________

Using a printed copy of the chart of accounts makes entering these sequence account numbers easier.

Show Print Format Button / Hide Print Format Button

Do I want to alter print format for this report segment (detail line)?

Circle one: Yes or No.

On the screen:

—If yes, complete the remainder of the questions for the segment (detail line).

—If no, do not complete the remainder of the questions.

Levels

What level is this segment (detail line)?

Enter a level: __________________________________

For example, Heading 1 or Total 4.

Description

Do I want to enter a description for this report segment (detail line)?

Enter a text title for the level: _____________________

_____________________________________________

Do not enter text in this field if the section type is Detail.

Indent

Do I want to indent report segment (detail line)?

Enter the number of spaces: _____________________

Font Size

Do I want to change the font size of this report segment (detail line)?

Enter a font size: ______________________________

Lines Before

Do I want to add lines before this report segment (detail line)?

Enter the number of empty lines: _________________

Lines After

Do I want to add lines after this report segment (detail line)?

Enter the number of empty lines: _________________

Overline char

Do I want an overline character applied to this report segment (detail line)?

Circle one: (none), -, =

When you select the double line (=), note that while the PDF version always displays the double line, the printed version may not because of the method some print drivers use to handle double lines. The line can appear as a solid bold line on a printed copy.

Bold

Do I want this report segment (detail line) to be bolded?

Circle one: Yes or No.

On the screen:

—If yes, add a check mark.

—If no, accept the default of no check mark.

Rev Sign

Do I want this report segment (detail line) to include a reversal sign?

On the screen:

—If yes, add a check mark.

—If no, accept the default of no check mark.

Underline Char

Do I want this report segment (detail line) to be underlined?

Circle one: (none), -, =.

When you select the double line (=), note that while the PDF version always displays the double line, the printed version may not because of the method some print drivers use to handle double lines. The line can appear as a solid bold line on a printed copy.

Italics

Do I want this report segment (detail line) to be italicized?

Circle one: Yes or No.

On the screen:

—If yes, add a check mark.

—If no, accept the default of no check mark.

Show

Do I want the related title, total, or data to print on the report?

Circle one: Yes or No.

On the screen:

—If yes, add a check mark.

—If no, accept the default of no check mark.

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Report Formats