Opening the YTD Activity Report, click More.
1. Click Reporting from the Menu Bar.
2. Click YTD
Activity Report.
Tip: Or, use the keyboard
shortcut: [ALT] [r]
[a].
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.
YTD Activity Report Window Example:
YTD Activity Report - Element Range Window Example:
Choosing the selections at the prompt window, click More.
YTD Activity Report Prompt Options Tip: To see more information about a field, click the hyperlink for the field name. |
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Header Information Prompt |
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Period |
To limit the report to a range of Periods (inclusive), click to select the From and To Periods in the drop-down lists. (predefined) Required |
Current / History Year |
To specify which Fiscal Year to include in the report, click one of the following options in the drop-down list:
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Fund |
To limit the report to a range of Funds, enter the From and To Funds (inclusive). (4.0 numeric) Tip: To report all Funds, leave From and To blank. |
Enter the first line of optional text that you want to appear at the top of the report. Tips:
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Enter the second line of optional text that you want to appear at the top of the report. (up to 30 characters) Tips:
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Enter the third line of optional text that you want to appear at the top of the report. Tips:
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Enter the fourth line of optional text that you want to appear at the top of the report. Tips:
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To limit the report to a range of Account Elements, click Element Ranges. Note: You will see the Element Range Prompt, which is described below. |
Account |
To limit the report to a range of Account Numbers, enter the from and to Account Numbers (inclusive). (format varies) Tips:
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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. |
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Print Accounts With No Activity |
To print accounts with no activity along with accounts that have activity, click to check the box. To print only accounts with activity, leave the box unchecked. |
New Page for Each Account |
To print each account on a new page, click to check the box. To print accounts on the same page until it fills up, leave the box unchecked. |
Exclude Inactive Accounts |
To omit from the report accounts with an Inactive Account Status, click to check the box. To include accounts with an Inactive Account Status on the report, leave the box unchecked. |
Sort by Fund |
To sort by Fund, click to select the box. To sort by another field, leave the box unchecked. Tip: The default sort sequence for the report is by Account Number. |
Subtotal by Fund |
To include subtotals by Fund, click to select the box. To omit the subtotals from the report, leave the box unchecked. Tip: The Subtotal option is available only if you sort by Fund. |
Sort by Period |
To sort by Period, click to select the box. To sort by another field, leave the box unchecked. Tip: The default sort sequence is by Account Number. |
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To begin printing to the Windows® default printer, click Print, or press [ENTER]. Keyboard shortcut: [ALT + p] |
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To print to the Print View screen, click here. |
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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. |
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Element Ranges |
To select accounts by Element to be included in the report, enter the from and to values for each applicable Element (inclusive). (format varies) |
Report Sample(s), click More.
