Running Financial Reports
To generate FSG reports you must request that FSG run them. You can request an individual report, all or part of a report set, or several report sets. If you request an individual report, you can either run a predefined report or request that FSG run an ad hoc report. For ad hoc reports, you select report objects and other report parameters during the report submission process.
When you request a predefined report, you can either run the report with the parameters you saved in the report definition, or you can change the parameters at runtime. However, if you change the parameters at runtime, FSG will not save them in the stored report definition.
You can request reports from the Run Financial Reports window or through standard request submission (Submit Requests window). The advantage of requesting reports through standard request submission is that you can schedule the reports to run automatically. You can also combine FSG reports with standard reports, listings, and programs. The disadvantage is that you cannot run report sets through standard request submission.
Prerequisites
To control the print orientation of reports that are less than or equal to 80 characters wide, set the user profile option FSG:Allow Portrait Print Style.
To limit what financial information can be printed by specific users on their FSG reports, define security rules and enable them for use with FSG.
To run reports through standard request submission, your System Administrator must assign the Financial Statement Generator program to the report security group for your responsibility.
Suggestion: We recommend that you run the General Ledger Optimizer program before you run your monthly reports. This will help your financial reporting processes run faster.
To run an individual report:
1. Navigate to the Run Financial Reports window.
You can also choose the Run Report button from the Define Financial Report window.
2. Choose Individual Reports from the poplist.
3. Enter the Report name.
4. Enter your report parameters.
5. Choose the Submit button.
Note: If, when you review your report output, you find that some of the financial information you expected to see is missing, it may be because your responsibility is excluded from accessing and viewing certain accounts. The security rules that are active when you run your reports will be listed in the FSG log file.
To run an ad hoc report:
1. Define and save your ad hoc report.
2. Complete the steps for running an individual report.
Note: After running ad hoc reports, you can delete them using the Delete Ad Hoc Reports program.
Running FSG Reports from Standard Request Submission
To run a defined FSG report from the Submit Requests window:
1. Navigate to the Submit Requests window.
2. Select the concurrent program named Program - Run Financial Statement Generator.
3. Select the FSG report you want to run.
4. Accept or change the report parameters FSG displays (based on the report definition).
5. To schedule the report to run later or periodically, set the run options.
6. Submit the request. When you run the Financial Statement Generator Program, it generates a concurrent request. However, if the FSG report you submit uses a content set with the parallel option, the report submission first generates a concurrent request for the FSG Controller.
Running Financial Report Sets
To run all or part of a report set:
1. Navigate to the Run Financial Reports window.
2. Choose Single Report Set from the poplist.
3. Enter the Report Set name. Each report in the report set appears in the main reports region.
4. Optionally, change the default Report Parameters, Period, effective Date, and Currency, then choose Apply. These defaults will appear for each report listing.
5. Select which reports you want to run by:
- Checking the checkbox to the left of each report's listing.
- Checking the Select All Reports checkbox to run all the reports.
Additional Information: To deselect individual reports, uncheck the checkbox to the left of the report listing.
6. Enter the report parameters you need for this run of the report set.
To run multiple report sets:
1. Navigate to the Run Financial Reports window.
2. Choose Multiple Report Sets.
3. Enter the Report Set names.
4. Enter the report parameters you need for the report sets.
Error Message
Log Files
You can easily control the degree of detail which appears in the error message log file during your report runs. General Ledger divides error messages into three categories:
Catalog I: Includes all detail memory figures, detail timings, and SQL statements which are useful for report and program debugging.
Catalog II: Includes all file and function names, and all messages which give process information. This is useful for finding out where a process failed.
Catalog III: Only includes error messages and other important messages, giving the least amount of information for report and program debugging.
You specify the level of detail for your error message log file by setting the user profile option FSG:Message Detail to one of the following values:
Minimal: Catalog III messages.
Normal: Catalog II and III messages.
Full: Catalog I, II, and III messages.
See Also
FSG Report Parameters
Defining Financial Reports
Defining Ad Hoc Reports
Deleting Ad Hoc Reports
Setting General Ledger Profile Options
Defining Request Sets
Submitting a Request
Submitting a Request Set
Overview (of Average Balance Processing)
