Creating Reports and Statements

Depending on your reporting requirements, you can create standard statutory financial statements with Financial Report Builder or create customized reports.

Creating a Financial Statement or Report

Note: If you are creating Localization reports, review Localization Reports for important considerations.

Perform the following steps to create a new financial report or statement:

1. Navigate to Financial Report Builder | Financial Reports.
2. Click New. Available options are General, or preconfigured Balance Sheet, Income Statement, and Trial Balance reports. All these preconfigured reports can be drilled, and can be edited to suit your reporting needs using and .
   
3. Enter a name for your financial report or statement.
4. Enter the number of required table configurations. You can select 1-3 table configurations. A default range of table configurations are provided for all report types except General.
5. Enter the number of required filter configurations. You can select 1-5 filter configurations. A default range of table configurations are provided for all report types except General.
6. [Optional] Enter a description.
7. Click Save. Your new financial statement opens. You can now configure your financial statement.

More filters can be added to your financial statements and reports if required. See Configuring Reports and Statements for more information.

Preconfigured Reports in Financial Report Builder