Financial Report Enhancements for Service Pack 4.4 Version

Financial report enhancements in General Ledger Release 4.4

For details on creating financial report, see Creating Financial Reports and Financial Reports - Advanced Topics.

The Financial report rebuilding process has changed.

Previously, when a financial report needed to be rebuilt, the rebuilding occurred when the report was next run. As a result (especially on larger reports) the report was taking an unexpected longer time to run.

The rebuild process has been changed to separate rebuilding a report and running the report. When a user editing a financial report definition is finished, the user can rebuild the report at at that time, and then run the report, or run it later.
Usage: To rebuild a report, select Menu > Rebuild next to the report on the Financial Reports list. A report that needs to be rebuilt cannot be run until it is rebuilt. A report cannot be edited or run or during the rebuild process.

Financial reports can now be output in Spreadsheet format.

Usage:
A Financial Report can be output either as an Adobe Acrobat PDF file, or as an Excel Spreadsheet. When you click Menu > Print Report next to a report definition, select the Output Type from the drop box on the Print panel.

Financial reports can now contain 26 columns of data.

Financial Report output can use columns A through Z for data. To print 26-column Financial Reports, use legal size paper, and perform the setup steps described in the next paragraph Legal size paper output.

Financial reports can be output on legal size paper.

You can specify legal size paper for printing Financial Reports from Adobe Acrobat. The paper size is selectable from the report header. One setup step in Adobe Acrobat Reader is required.

Usage:
- Click Menu > Edit next to the Financial Report to edit the report. The report definition appears.
- On the report definition, click Edit in the financial report header. A tabbed report panel appears.
- Select the Output tab and set the Page Orientation field to Landscape. Set the Paper Size to Legal.(See Figure 1.)

Figure 1 - Setting the Printing Size Parameters

Setup: From the Adobe Acrobat Reader toolbar, click File > Print. On the Print panel, select the box next to Choose paper source by PDF page size. (See Figure 2.)
Note: the location of the field Choose paper source by PDF page size may be on a different part of the panel, or even on a different panel, depending on your configuration. You may have to look for this field.

Figure 2 - Setting the Print Paper Size

Financial report definitions can be copied.

GL now supports copying a Financial Report definition.
When you copy a Financial Report definition, all of its report titles are copied to the new report.
Important: The system does not copy the row and column definitions used in the original report. If you wish to use the original row/column definitions as the basis for new definitions in your copied report, you must make a duplicate of the original row/column definitions yourself.

Usage:
To copy a Financial Report definition, click Menu > Copy. A panel containing blank Row Definition and Column Definition fields appears.

• To create new row and column definitions for the copied report, leave the Row Definition and Column Definition fields blank.
  - Click Save, then click Submit. The report appears.
  - On the report, click New next to Rows or Columns to create new definitions.
• If you wish to reuse existing row/column definitions on the copied report, click the prompt for the Row Definition or Column Definition field, and make a selection.
  
• If you made a duplicate of the original row/column definitions that you wish to use with some changes, select the duplicate Row Definition and/or Column Definition.
  - Click Save then click Submit. The report appears.
  - On the report, click Edit All next to Rows or Columns to edit the definitions, or click the row or column header.

Financial report column titles are now portable.

When sharing and reusing column definitions across multiple Financial Reports, you no longer need to re-create the column titles.
Column titles are associated with the column definition, not with the report.

Usage:
All reports which use the same column definition will have the same column titles. If you need a different column title in a report, copy the column definition, change the column titles, and use the copy in the new report.

Existing reports and column titles will be converted during Release 4.4 installation. As a result, reports which use the same column definitions, but with different column titles will be given the titles from the report that was created first.

Financial report Columns Definition letters are validated by the system.

Letters used in Column Definitions in financial reports are checked to make sure that the letters are unique.

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