Generating Report Binders

Generating Report Binders is enabled in the List View.

To generate report binders:

1. In your application, select a path:

   • Select Tools, and then Generate Report Binder.

   • Select Manage, and then Periods. Select Actions, and then Generate Report Binder.

2. Enter this information:
   1. In Report Binder Name, enter a name.
   2. In Description, enter a binder description.
   3. Optional: Select Include Attachments.

      • Attachments

        Note:

        Including attachments in the report greatly increases the size of the report and may affect performance.

      • Include Transaction Detail

   4. Optional: Select Include Transaction Detail.
3. If the report binder is generated from the Tools menu, then select which reconciliations to export:

   • Selected Reconciliations

   • All Reconciliations

4. Click Generate.
5. From File Download, select Open or Save.

   If you clicked Save, the Save As dialog box is displayed, and the ZIP file name is displayed in File name at the bottom. Select a directory for the ZIP file, click Save, and then Close.

6. Click Close.