Auto Generate Special Reports

Modify Special Reports - Auto Generate allows you to generate a special report automatically. Selecting Auto Generate has you specify a Title and your Summarize to option. Select one of the following:

•Detail: Creates lines for each header, detail, and group found in the chart of accounts for each level selected.

•Summarize by first 1 digits of account #: Summarizes all accounts based on the first digit of the account number for the levels selected (e.g., all detail accounts beginning with 4 are ed to one line).

•Summarize by first 2 digits of account #: Summarizes all accounts based on the first two digits of the account number for the levels selected (e.g., all detail accounts beginning with 41 are ed to one line).

•Summarize by first 3 digits of account #: Summarizes all accounts based on the first three digits of the account number for the levels selected (e.g., all detail accounts beginning with 410 are ed to one line).

•Summary Only: Creates lines for each detail and group found in the chart of accounts for each level selected. This method consolidates all accounts having the same account number to one line from multiple levels.

Select which Account Types you want to have in your special report and then select the Account(s) range.

Selecting any option other than Show All displays field(s) so you can input the account number(s). You can also use the level filter to pick which levels you want to include in your special report.

Click the Create button to finish creating your special report, or the Cancel link to return to the main Special Reports page.