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Questions for Report Formats General 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 General Tab

Format ID

What ID do I want to use for this report format?

Enter an ID: ____________________________________

Description

What description do I want to use for this report format?

Enter a description: ______________________________

Credits Format

What credit format do I want to use in this report format?

Circle one: (1000.00), -1000, 1000-.

Decimal Places

How many decimal places do I want to use in this report format for the following types of columns?

Actual columns

This field defaults to two decimal places. Accept this default or enter another number for the number of decimal places.

Enter number: __________________________________

Budget columns

This field defaults to zero decimal places. Accept this default or enter another number for the number of decimal places.

Enter number: __________________________________

Variance columns

This field defaults to two decimal places. Accept this default or enter another number for the number of decimal places.

Enter number: __________________________________

Percentage columns

This field defaults to three decimal places. Accept this default or enter another number for the number of decimal places.

Enter number: __________________________________

Show account numbers

Do I want to show account numbers on the report?

Circle one: Yes or No.

On the screen:

—If yes, accept the default of a checkmark.

—If no, remove the checkmark.

Show zero $ accounts

Do I want the report to include line items for accounts that have a zero balance?

Circle one: Yes or No.

On the screen:

—If yes, accept the default of a checkmark.

—If no, remove the checkmark.

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Report Formats