Management Reports Instructions

This topic is under construction.

Use the Management Reports to print financial reports such as income statements, balance sheets and other reports.  The reports are specifically tailored to your facility during the installation of the General Ledger module.

For additional information, click More.

Directions:

o see directions for...

• Opening the Management Reports, click More.

   

  • Basic Method (from the G/L Module):

  1. Click Reporting from the Menu Bar.

  2. Click Management Reports.
     
     Tip:  Or, use the keyboard shortcut:  [ALT] [r] [r].
      

  3. Advanced Method (from another NDS Module):

  1. Click General Ledger from the Menu Bar.

  2. Click Reporting.

  3. Click Management Reports.
     
     Tip:  Or, use the keyboard shortcut:  [ALT] [g] [r] [r].
     
     Note:  To activate the General Ledger menu in another module, the G/L Application Control must be set up for the module during installation.

   

  Management Reports Window Example:

  

   

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

   

  Management Reports Prompt Options Tip:  To see more information about a field, click the hyperlink for the field name.
  Period	To specify the Period for the report, click the Period in the drop-down list.  (predefined)
  Report Type	To specify the Report Type, click one of the following options in the drop-down list: Single Report:  Print only the report selected in the Report List. All Monthly Reports:  Print all reports defined with the M(onthly) Report Cycle. All Quarterly Reports:  Print all reports defined with the Q(uarterly) Report Cycle. All Yearly Reports:  Print all reports defined with the Y(early) Report Cycle. Use Report Code:  Print all reports for the entered Report Code. Tips: The Report Cycle groups reports together according to their run cycle - monthly, quarterly, or yearly. The Report Code groups reports together that you frequently print at the same time.
  Summary Level	Enter the Summary Level for the detail lines in the report, or enter 0 (zero) to use the level that was designed for the report.  (2.0 numeric) Tip:  You can construct financial statements so that totals and subtotals have a higher summary level than the regular detail lines.  Therefore, you can print a summary version of a report, which excludes the detail lines. Example:  Assume that the detail lines for a report are defined as Summary Level 1, the subtotals are Summary Level 2, and the Totals are Summary Level 3. To print all subtotals and totals, enter Summary Level 2, which prints Levels 2 and 3, but excludes the detail (Level 1). To print all the detail and totals, enter Summary Level 1. To print the Level defined for the report as the default, enter Level 0.
  Report Code	To specify that you want to print reports defined with a specific Report Code, specify Use Report Code in the Report Type and then enter the Report Code here.  (up to 6 characters) Tip:  The Report Code groups reports together that you frequently print at the same time.
  Element Ranges	To limit the report to a range of Account Number Elements, enter the from and to values (inclusive).  (format varies) Tip:  The list of Elements varies among facilities.
  Compressed Print	To compress the printed output for some printers, select the box.
  Report Number	If you specified that you want to print a Single Report in the Report Type field... Enter the Report Number from the Report List. Or, click to highlight the report in the Report List. Tip:  Report Number is active only when you specify Single Report for the Report Type.
  Report List	Displays the Report Number and Report Name of the Management Reports defined for your facility. Tip:  This list varies among installations.
  Printer	Displays the default printer number.  For more information, see Printing Options.
  	To generate the report, click Print or press [ENTER]. Keyboard shortcut: [ALT + p]
  	To escape from the print routine, click Cancel. Keyboard shortcut: [ALT + c]

   

• Report Sample(s), click More.

   

  To see an example of the report, click Management Reports Samples.