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.

For additional information, click More.

Directions:

To see directions for...

• Opening the Single Period Activity Report, click More.

   

  • Basic Method:

  1.  Click Single Period Activity Report on the Toolbar.

   

  • Other Methods:

  1.  Click Reporting from the Menu Bar.

  2.  Click Single Period Activity Report.
  
  Tip:  Or, use the keyboard shortcut:  [ALT] [r] [s].
   

  3.  Or, click the following sequence:
  View from the Menu Bar; and then Single Period Activity Report.
  Keyboard shortcut:  [ALT] [v] [s]

  4.  Or, use the keyboard shortcut:  [CTRL + s]
  
  Note:  You may also be able to access the General Ledger menu while in another INVISION module.  To activate the General Ledger menu in another module, the G/L Application Control must be set up for the module during installation.

   

  Single Period Activity Report Window Example:

  

   

  Single Period Activity Report - Element Range Example:

  

   

• Choosing the selections at the prompt window, click More.

   

  Single Period Activity Report Prompt Options Tip:  To see more information about a field, click the hyperlink for the field name.
  Header Information Prompt
  Period	To specify the Period for the journal entry transactions 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 to report the period, click a choice in the drop-down list.
  Heading 1	Enter the first line of optional text that you want to appear at the top of the report. Tip:  The report automatically centers the text for you.
  Heading 2	Enter the second line of optional text that you want to appear at the top of the report.  (up to 30 characters) Tip:  The report automatically centers the text for you.
  Heading 3	Enter the third line of optional text that you want to appear at the top of the report. Tip:  The report automatically centers the text for you.
  Heading 4	Enter the fourth line of optional text that you want to appear at the top of the report. Tip:  The report automatically centers the text for you.
  Double Line Display	To add a blank line between lines, click to check the Double Line Display box.  Or, to omit a blank line between printed lines, leave this box unchecked.
  Add a line between subtotal Entries	To add a blank line between subtotal entries, click to check Add a line between subtotal Entries box.  Or, to omit a blank line between subtotal entries, leave this box unchecked.
  	To limit the report to a range of Account Elements, click Element Range. Note:  You will see the Element Range Prompt, which is described below.
  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.
  Journal Code	To limit the report to a specific Journal Code, enter a valid Journal Code.  (up to two characters, predefined) Tip:  To select all Journal Codes, leave blank.
  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.
  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 imit a subtotal for each fund, leave this box blank.
  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.
  	To begin printing to the Windows® default printer, 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]
  Element Range Prompt Tip:  This prompt displays a list of the Elements defined for the Account Number.  The list of elements varies according to the settings for each facility.  You can select accounts to print on the report by entering ranges of Elements.
  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)

   

• Report Sample(s), click More.

   

  To see an example of the report, click Single Period Activity Report Sample.