Financial Report Inquiry

Menu Path: Executive Information Systems $Images\bluerarw.gif$ Financial $Images\bluerarw.gif$ Financial Report Inquiry

Alternate Menu Path: General Ledger $Images\bluerarw.gif$ Report Writer $Images\bluerarw.gif$ Financial Report Inquiry

Purpose

View financial reports.

Overview

Use Financial Report Inquiry to view and drill down to details for a selected financial report. You can define up to four columns for the financial report. For each column, you can select data and a specific financial period, such as a month, quarter, half, or year.

NOTE This report is only displayed in the Financial Report Inquiry window. It is not sent to the default printer.

By default, the report displays account transaction information for selected periods. If you want to display balances, select the Balance radio button in the Override Data Option radio set for specific general ledger account rows in Financial Report Format Maintenance.

Displaying Financial Reports

To display a financial report:

If your company uses consolidation ledgers, verify the ledger ID for which you want to display a financial report is entered in the Ledger ID field.
Enter the name of the financial report in the Financial Report field, or click the Lookup button and select a financial report.
If you only want to display data for the report (excluding formulas, summaries, and non-account rows), select the Data radio button.
Select data to display in the report in both the Available Columns and Financial Period grids. For information on available columns, see Financial Report Print / Export.
Click the Add button.
Repeat steps 2-3 three more times for three more sets of data (if you want to display four columns of data in the report).
Click the Show Data button in the ribbon. The report is displayed on the Results tab.
Double-click a row to display Detail Inquiry, which allows you to view financial report line details.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Financial Report Inquiry window.
Cancel	Click this button to clear all selections.
Show Data	Click this button to display data for the financial report.

Fields and Buttons

Field or Button	Description
Financial Report	Enter a financial report on which you want to base the online report, or click the Lookup button to select a financial report.
Report/Data	Select one of the following options: Report - Display all of the selected financial report. Data - Display only rows from the selected financial report that include general ledger account information. Exclude all formulas, summaries, and other non-account rows.
Ledger ID	Enter a ledger ID for the financial report, 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.

Select Tab Fields and Buttons

Field or Button	Description
Available Columns	This grid displays available data you can include in the report. Select the data you want to include, select a financial period in the Financial Period grid, and then click Add.
Financial Period	This grid displays financial period data to include in the report. Select the data you want to include, select a column in the Available Columns grid, and then click Add.
Add	Click this button to add the data selected in both the Available Columns and Financial Period grids to the Selected Columns grid.
Remove	Click this button to remove the selected column from the Selected Columns grid.
Remove All	Click this button to remove all selected columns from the Selected Columns grid.
Selected Columns	This grid displays the data selected for the report. To remove data, double-click it, or select it, and then click the Remove button.

Results Tab Fields and Buttons

Field or Button	Description
Results	This grid displays the financial report in the format defined by the report entered in the Financial Report field. Double-click a row to display Detail Inquiry, which allows you to view financial report line details.