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To access Accounting Reports, navigate to the Accounting Reports page from the Reporting tab on the top of the main dashboard:
- Note the sections on the side tab and their purposes:
- All Reports: the navigation page to view all the reports you have run
- Accounting Templates: access to new and personally customized templates for accounting reports
- Detailed Journal Entries (JE) Templates: access to new and personally customized templates for detailed journal entries
- OCI Report Templates: access to new and personally customized templates for OCI reports
- Reporting Package Templates: access to new and personally customized packages for accounting and valuation reports
- Favorites: reports and packages that you have “starred” and set as your favorites
View a report
To view a report, navigate to All Reports:
From here, you can select the report you would like to view by clicking on it, and it will automatically download as an excel file:
Run a report
To run a report, the template for the report you want to run needs to already be configured (explained in other chapter of accounting reports help guide). From here, you can select the template and click on Run to run the report. You will find it queued up in the All Reports tab:
