Report Settings for Key Figures/Profit & Loss/Balance Sheet

View - Accounting - Financials - Key figures/Profit/Loss/Balance Sheet

The Key figures, Balance sheets and Profit/Loss reports in financials can be edited, or you can create new reports (report setup). By defining your own column setup, you can decide at what time intervals the report setup lines will be distributed.

By clicking the three dotted button to the right of the Report settings drop-down list, all the predefined setup lists will be displayed. Follow the procedure below to create new or edit old reports.

How to create/edit a report setup

Go to View - Accounting - Financials and select Key figures, Profit/Loss or Balance sheet.
Click the button Report Settings besides the drop-down list.
Click New or select an existing report and click Edit. The report can now be set up, line by line.
Enter a Description of the report into the top field. This is the name you select as report setup in Financials.
Click New to add a line to the report. To insert a line into the middle of the report, select a line and click the Add field button.
Enter all the relevant information in the Line window. Detailed information about the options in this window can be found in Adding a new line.
Click OK.
Repeat the procedure for all lines you wish to create or edit.
Click OK.

The report setup is now ready for use.

Tip! It is possible to use the reports in other company databases:

Click Export to save information about a report in a file. The file can be imported into another company database later if you want to use the same reports in other company databases.

Click Import to read a file containing new reports. These may be reports you have exported from elsewhere or downloaded from our support pages.