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Tips for Designing FSG Reports

You can define any of the financial reports we just discussed, regardless of your chart of accounts. The tips and techniques listed below will make it easier for you to plan and define your financial reports. The tips will also help you maximize FSG's flexibility and minimize your report maintenance activities.

Draft reports on paper first. Before you define a report in FSG, draft it on paper. This will help you plan the report's format and content, saving you time later.

Define a logical chart of accounts. You can significantly reduce report maintenance activities if you use account ranges and/or parent segment values in your row sets, column sets, and content sets.

Define generic row sets. You can minimize report maintenance by using generic row sets with the least number of options defined. For example, suppose you need to produce detail expense reports for all of your departments, but they all use different expense accounts. You can use one row set to generate all of these reports. When you define the row set:

Use existing column sets. Before you define a new column set, review FSG's standard column sets and any custom column sets you've already defined to see if there is one that meets your reporting needs. You can use any existing column set as is, or make a copy then revise it.

Use content sets. Content sets are a powerful and useful FSG feature, which you can use to generate hundreds of similar reports in a single report run. For example, you can use a content set to generate 50 departmental reports from one master report definition. Content sets work their magic by overriding the row set definition of an existing report, by altering the account assignments and/or display options.

Simplify row set and content set definitions. Rather than defining extremely long row sets, take advantage of the Expand and Both display types:

Use AutoCopy. to copy any existing row set, column set, content set, row order, report, or report set. For example, you can:

See Also

Suggestions for Specific Financial Reports

Overview of Financial Statement Generator

Using Financial Statement Generator

Frequently Asked Questions About FSG

Defining Row Sets

Defining Column Sets

Defining Content Sets

Defining Row Orders

Defining Display Sets

Copying Report Objects

Defining Financial Reports

Setting General Ledger Profile Options.

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