Report Setup Steps

Step By Step

• This is part of the Financial Report Writer step by step guide created by ADAXA, Australia.

• Create a sensible tree for your Accounts Elements

• A second more exploded view:

• Now please go to the Financial Reports section of the main menu

• Create a FInancial Report Column Set
  • Select as shown below

• Create the Report Columns

• New features in 352a:
  • The Name field is using the @Period@ to pick up the Period Name
  • The Format Pattern is set to #,### . This says “print in whole dollars and use commas to separate the thousands.
  • If the numbers were large enough you could also select “Factor” and choose rounded thousands or millions.
• The Year-To-Date Column Definition