Understanding Report Layouts

You set up report layouts to define the data and appearance for financial statement reports. You define sections, columns, rows, and cells, and specify the data, formatting, and formulas and functions that the system applies when you generate financial statement reports.

Before you begin setting up report layouts, you should verify with your government authorities the required data and format for the reports that you create.

As you create your report layouts, you can add new or modify existing account groups and cost center groups. You use Form and Row menus to select existing global account or cost center groups that you set up in the Financial Report Account Setup program. Additionally, you can create report-specific account or cost center groups as you create the report layouts.