Modifying FRW Reports

From time to time, you may want to edit an existing report. Use the Edit Report Wizard to complete the modifications quickly and easily.

From the Maintain Financial Report screen, highlight the report you want to work with from the report table.

Hint: If the list is long and time is short, use the Search tool! See "Searching Reports".

Click

on the toolbar and select “Edit Report” from the menu that appears. The Edit Report Wizard initiated.

Edit the report title.

Edit the report's selected row format, as needed.

Hint: You can add/edit row formats separately using the Row Format tool. See "Row Formats".

Click START to access the second step/screen in the wizard.

Select a different column type, if necessary. See "Column Formats".

Click NEXT to continue.

Modify the report header and print setting checkboxes, as needed.

Select the checkbox if you want to show negative numbers in parentheses.

10.

Select the checkbox if you want to print the account number.

11.

Click NEXT to continue to the next step of the wizard. This is the final step of the Edit Report Wizard. Displayed on the screen are the report details you defined on the three previous steps of the wizard.

12.

Look over the report details and your changes to make sure they are correct.

13.

Click FINISH to finalize the changes to the report. The modified report will now display and be accessible from the report table on the Maintain Financial Report screen and the Financial Report tab.