Single Period Activity Report Instructions

Use the Single Period Activity Report to print the journal entries for a specific Period. You can optionally select a range of Account Numbers and limit the report to a specific Journal Code.

Tips:

This report is similar to the YTD Activity Report. However, the YTD Activity Report allows you to select a range of Periods and a range of Funds.
A copy of the report is saved to report history for a complete audit trail.
For more information about running reports, see Print View.
For more information about the buttons on the toolbar, see the Reporting Toolbar.
To see an example of the report, click Single Period Activity Report Sample.

Directions:

To open Click Single Period Activity Report on the Toolbar.

Or click Reporting from the Menu and then click Single Period Activity Report.

Tip: Or, use the keyboard shortcut: [CTRL + s]

Note: You may also be able to access the General Ledger menu while in another INVISION application. To activate the General Ledger menu in another application, the G/L Application Control must be set up for the application during installation.

Single Period Activity Report Window Example:

Single Period Activity Report Prompt Options
Header Information Prompt
Period	To specify the Period for the journal entries that you want to include in the report, click the Period in the drop-down list. (predefined) Required
Current/History Year	To specify the year for which to report the period, click a choice in the drop-down list.
Heading 1 - 4	Enter the first line of optional text that you want to appear at the top of the report. You can enter up to 4 lines for the heading, as desired. Unused heading lines please leave blank. Tip: The report automatically centers the text for you.
Double space activity detail	To add a blank line between lines, click to check the Double space activity detail box. Or, to omit a blank line between printed lines, leave this box unchecked.
Double space subtotals	To add a blank line between subtotal entries, click to check Double space subtotals box. Or, to omit a blank line between subtotal entries, leave this box unchecked.
Account or Element Range
Account Element	To limit the report to a range of GL Accounts, select the Account option. Or limit the report to a range of Account Elements, click Element. You will see the Element Range Prompt, as shown here. You can select accounts to print on the report by entering ranges of Elements. Note: The list of elements varies according to the settings for each facility. Single Period Activity Report - Element Range Example:
Account Range	To limit the report to a range of Account Numbers, enter the from and to Account Numbers (inclusive). (format varies) Tip: To select all accounts, leave blank.
Element Ranges	To select accounts by Element to be included in the report, enter the from and to values for each applicable Element. (format varies)
Include	To limit the report to specific Journal Codes, select the desired journal codes in the list. Tip: To select all Journal Codes, select All Journal Codes.
Exclude Inactive Accounts	To omit accounts with an Inactive Account Status from the report, click to check the Exclude Inactive Accounts box. Or, to include accounts with an Inactive Account Status, leave this box blank.
Sort by Fund	To sort the report information by fund, click to check the Sort by Fund box. To omit sorting by Fund, leave this box blank.
Subtotal by Fund	To include a subtotal for each fund, click to check the Subtotal by Fund box. To omit a subtotal for each fund, leave this box blank. This option is only available if sort by fund is selected.
Subtotal by Element	To include a subtotal for each element, click to check the Subtotal by Element box. To omit a subtotal for each element, leave this box blank. This option is only active if an element range is selected.
	To begin generating the report, click Print, or press [ENTER]. Keyboard shortcut: [ALT + p] To print to the Print View screen, click Print View . To escape from the print routine, click Cancel Keyboard shortcut: [ALT + c]