Financial Report Batch Print

Menu Path: General Ledger $Images\bluerarw.gif$ Report Writer $Images\bluerarw.gif$ Financial Report Batch Print

Purpose

Print financial reports through Scheduling Assistant.

Overview

Use Financial Report Batch Print to specify groups of reports to print at one time. For example, you can select a specific set of monthly reports, and print all the reports in a batch.

Printing Financial Reports

To print financial reports:

If your company uses consolidation ledgers, verify the ledger ID for which you want to print financial reports is entered in the Ledger ID field.
Select the period and year you want to appear in the report heading.
Enter a date you want to appear in the report heading in the Report Date field.
Select whether you want to process the printing of a financial report or layout. If you select the Report radio button, you can process the selected report with different layouts. If you select the Layout radio button, you can process the selected layout with different reports.
Enter a financial report or layout in the Financial Report or Financial Layout field.
Select a layout or report in the Available Columns Layouts or Available Financial Reports grid.
Click the Add button.
Repeat steps 6 to 7 for all the layouts or reports you want to print.
Click the OK button in the ribbon. The Scheduling Assistant task is set up. After the report is processed and printed, a message is sent to your user mail notifying you the print process is completed.

NOTE After you click the OK button, the group of reports you selected are sent to Scheduling Assistant. Scheduling Assistant must be running for these reports to print. If you are unsure about how to use Scheduling Assistant, contact your system administrator.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Financial Report Batch Print window.
OK	Click this button to send the current financial report and layout to Scheduling Assistant.

Select Tab Fields and Buttons

Field or Button	Description
Period	Click the Lookup button to select the accounting period to appear in the detail financial report heading.
Year	Click the Lookup button to select the accounting year to appear in the detail financial report heading.
Report Date	Enter the date for the financial report(s) to appear in the report heading, or click the drop-down arrow to select the date. This defaults to the current date.
Ledger ID	Enter a ledger ID for the financial report(s), or click the Lookup button to select a ledger ID. Note This field is only available if at least one consolidation ledger is set up.
Financial Report/Financial Layout	If the Report radio button is selected, enter the name of the financial report format, or click the Lookup button to select the financial report. If the Layout radio button is selected, enter the name of the financial layout, or click the Lookup button to select the financial layout.
Print Process	Select whether to batch print financial reports or report layouts. If you select Report, you can process the selected report with different layouts; if you select Layout, you can process the selected layout with different reports.
Available Columns Layouts/Available Financial Reports	This grid displays the names of defined report layouts or financial reports. A layout includes the reports to print, columns to include, and account ranges to use for selection accounts.
Add	If the Report radio button is selected, click this button to add the selected column layout to the Selected Columns Layouts grid. If the Layout radio button is selected, click this button to add the selected report to the Selected Financial Reports grid.
Remove	If the Report radio button is selected, click this button to remove the selected column layout from the Selected Columns Layouts grid. If the Layout radio button is selected, click this button to remove the selected report from the Selected Financial Reports grid.
Selected Columns Layouts/Selected Financial Reports	This grid displays the names of report layouts or financial reports that have been selected.

Print Options Tab Fields and Buttons

Field or Button	Description
Output Option	The Printer radio button is selected, and this option cannot be changed because you must batch print to a printer.
Printer	Click the Lookup button to select a printer.
Process	The Schedule radio button is selected, and this option cannot be changed because you must batch print using Scheduling Assistant.
Task Occurs	These radio buttons are disabled in this window.
Time	These fields and radio buttons are disabled in this window.
Date	This field is disabled in this window.
Task Description	This field is disabled in this window.
Scheduling Assistant Queue	This field is disabled in this window.
External Email	This check box is disabled in this window.
Screen Alert	This check box is disabled in this window.
Internal Email	This check box is disabled in this window.