Design Financial Reports - Standard Report Field Descriptions

Use the table below for reference when completing the fields for Standard Report format.

Fields

Descriptions

Main properties

Maximum columns

  • Enter the maximum width of this report.

  • Any number, 80 (minimum width) through 132 (maximum width), may be entered.

Standard column headings

Standard headings are the names of the fields in Spectrum from which the information is being taken.

  • Select Yes to use standard or system-generated column headings on this report.

  • Select No to customize column headings.

  • Select Both to use a combination of standard and customized column headings.

If you select No or Both, the Column Heading button becomes available.

Column Heading

Click to open the Non-Standard Column Heading window.

Include page footers?

  • Select to print footers at the bottom of the report.

  • If you select this check box, the Page Footer button displays. Click it to open the Financial Report Page Footer window.

Departmental reporting?

Select this check box if this is a departmental report. The Department start and end position fields become available. If you select the Cost Center Reporting check box, this box will be grayed out.

When a departmental financial report is produced, the G/L account description shown on the report is associated with the G/L code of the last department included.

Department start/end position

When defining departmental reports, determine the position of the departmental code within G/L account codes.

The length of the department code is defined on the General Ledger Installation - Properties screen.

  • If the length is only one character, then the starting and ending positions are both "1".

  • If the department code length is three characters, then the starting position is "1" and the ending position is "3".

This function may still be used in a company with no department codes. If you still want a report based on the final two digits of the account code, determine the position within the account code of these two digits.

For four-digit accounts, the start position is "3" and the end position is "4".

Cost center reporting?

View cost center information.

Non-Crystal page headings

  • For each of the nine heading fields, enter both the row and column on the report where you want each heading to display.

  • Headings can appear on rows one, two, or three.

  • If you don't want to print a heading field on the report, leave the field blank by pressing Enter without typing a number.

  • Under Row, enter the row (1–3) to print the heading field on.

  • Under Column, indicate the horizontal position in which the heading field should print.

  • You can enter a specific column number, or enter Left justified, Right justified, or Centered.

Run date

  • Enter the row and column numbers to indicate the print position of the date on which the report is run.

  • If the run date will print on the standard report, allow 14 characters.

  • The date prints in the format MM/DD/YY.

Run time

  • Enter the row and column numbers to indicate the print position of the time at which the report is run.

  • If the run time is to be printed on the standard report, allow 14 characters .

  • It will print in the format TIME: XX:XX:XX.

Dept name

Company name

  • Enter the row and column numbers to indicate the print position of the company name.

  • If the company name is to be printed on the report, allow 30 characters.

  • The name prints as it was entered in the Spectrum Company Installation screen.

Report title

  • Enter the row and column numbers to indicate the print position of the report title.

  • If you are printing the title of the report, allow for a maximum length of 30 characters.

Per end date

  • Enter the row and column numbers to indicate the print position of the period end date.

  • If you want the period end date to appear on the standard report, allow 25 characters.

  • It will print in the format PERIOD END DATE: MM/DD/YY.

Page number

  • Enter the row and column numbers to indicate the print position of the report screen number.

  • If you want the screen number to print on the standard report, allow 10 characters.

  • It will print in the format screen: XXXX.

Report ID

  • Enter the row and column numbers to indicate the print position of the report id.

  • If you want to display the report ID, allow 10 characters. It will appear in the format RPT ID: XX.

Dept number