Finance Reports Overview

Use the Category filter to narrow the list of reports included in the Finance Reports window.

Click the following links to access report topics in each category: Accounts Payable, Administration, Banking, Budget, Financial Statements, General Ledger, Human Resources, Legacy Reports, Payroll, Third Party Finance Extracts, TRS Reports, Vendor Lists, and Vendor Reports.

Favorite reports

The Finance Reports grid has a icon in the Actions column for each report. Click the icon to add the report to your Favorites list.

Select Favorites from the Category pull-down menu to display only your favorites in the list. Example

The favorites list is specific to each user.

About report filters

Use report filters to include a specific subset of data when you don't want to include all available, applicable data on a report. Report filters vary by report based on the information to be included and are described in the individual report topics.

Click here for information on using the account code mask filter.

Click here for information on the date range filter.

 

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