The Report Formats program allows you to design custom layouts and formatting for your budget reports and financial statements. With this tool, you can control where titles, subtotals, page breaks, line spacing, and underlines appear in the report output. Report Formats gives you the flexibility to tailor reports to meet specific needs.
Typically, one or two main formats are used for the primary budget reports and balance sheets. However, additional custom formats can be created to generate condensed or alternative views, such as summary reports for executive meetings or board reviews.
The ability to design your own report formats ensures your financial data is presented clearly and effectively for any stakeholder or situation. With a few steps, you can control exactly how financial information is organized and formatted.
Step-by-Step Instructions
You can create and save up to 99 different report formats.
- Select Report Formats from the top menu.
- Choose Cancel on the Select Report Format # screen.
- Select Create to begin creating your new Report Format.
- In the Create Options section, decide how you want to start your new report format.
You can create an empty report, create a report with a specific range of accounts, or duplicate an existing report format.- Create Empty Table - Your report format will be empty and you will manually add all lines and accounts.
- Create Table From Acct# Range - Your report format will automatically add all accounts from the range specified in the Acct. Range/Options section.
- Copy One Table to Another - Use the Copy From # dropdown to pick an existing report format that you want to duplicate.
- In the Report Frmt #'s section, enter a number and name for the new report format.
- Select Create to create your new report format.