9.6.2.� List Financial Reports

To access the master list of Financial Reports, select the "Financial Reports" option. The following screen will appear:

Financial Reports Master List

Note

The system ships with two system-defined Financial Report templates: a basic Income Statement and a basic Balance Sheet.

The "Financial Reports" screen displays information on all existing Financial Reports, including Financial Report name, description, status, and system-defined indicator.

To the far right of the screen, the following buttons are available:

CLOSE: Closes the screen, returning you to the application desktop.
NEW: Opens screen for creating a new Financial Report.
EDIT: Enables you to edit highlighted Financial Report. The edit screen is the same as that for creating a new Financial Report—except that when editing, the fields will contain Financial Report information. Double-clicking on a Financial Report will also bring you to the editing screen.
COPY: Highlight a Financial Report and then select this button to reach a screen for copying the Financial Report's definition.
DELETE: Highlight a Financial Report and then select this button to remove the Financial Report from the list.