Running Reports

  To run reports:

  1. From the FDM Web client, select Analysis > Reports.

    The Reports screen is displayed.

  2. From Groups, select a group of reports.

    The Reports area lists all reports associated with the selected group.

  3. From Reports, select a report.

  4. From the output format list, (upper-right of the Reports screen), select an output format in which the report will be written.

  5. Click Publish.

    The report parameters screen may be displayed (depending on the report selected).

  6. If prompted, enter parameter values and click OK.

Note:

By default, base trial balance reports do not import or display the target account descriptions.