Entering G/L Report Information

Use the G/L Report window to identify the branches to include in a report, the as-of date, and the G/L report template to use.

To enter G/L report information:

From the G/L > G/L Reports menu, select Report Generator to display the G/L Report Generator window.
In the Report ID field, enter or select the report you want to run.
From the File menu, select Run Report to display the G/L Report window.
In the Branch/Territory/All field, do one of the following:

To...	Do this...
enter a branch or branches for which to run the report	enter the branches separated by commas.
run the report for all the branches	enter All and select one of the following to determine how to print the report:

In the As of field, the current date displays. The system uses the date as the basis for determining all the start dates and end dates on a report that is designed using variable dates. Select a new date if necessary.

Note: If the Allow Dvr Update field in the G/L Report Generator window Options tab is selected, you can delete the company name and template and enter a different one for the report.

In the Company Name field, enter the name of the company for which you are running the report.
In the Account Template field enter or select a template.

Set Options, if needed, and generate the report.

If you entered multiple branches or territories in the Branch/Territory/All field, the Grouping of Reports dialog box displays. Select how you would like the information grouped in the report.

Field	Description
Individual Reports by Branch	Creates a separate report for each branch listed in the Br/Tr/All field, with totals for each branch.
Individual Branch Consolidated	Creates a report that includes all the requested branch reports with their totals, followed by a grand total for all of the branches included in the report.
Consolidated with Branch Detail	Creates one report that includes detail information for each branch for each account, and a total for each account that includes totals from each branch.
Consolidated, no branch detail	Creates one report that includes only summary information for each branch.