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Finance - Reports General
Finance - Reports General
Finance - Reports General
The
Finance - Reports
General tab includes parameters configuring how the report operates. All Finance reports have the following common parameters:
Parameter
Description
Ledger
The current ledger. Navigate to Home in order to switch to a new ledger.
Max
Chart Layout
Depth
This determines how deep your selected
Chart Layout
will show. Any depth greater than the Max
Chart Layout
Depth will be summarized to the specified maximum depth.
Chart Layout
Specify the chart layout to use for the report.
Note
: Only chart layouts you own or public chart layouts appear as options.
Note
: Chart layouts with an * are owned by you.
Note
: The default layout is a basic layout defined by PCR Educator. Please define a custom
Chart Layout
to use instead.
Include Unposted
When checked, both posted and unposted records appear in the results. When unchecked, only posted records appear in the results.
Use Billing Address
When checked, this shows the billing address in the report heading.
Report Heading
This defines the heading/title on the report.
Font Name
The font appearing on the report.
Font Size
The font size used by the report.
Show Parameter Summary
When checked, a list of all the parameters and their specified values will be appended to the end of the report.
Note
: Individual reports include additional parameters specific to the report.
See also
Finance - Reports
Chart Layout
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Please, make sure that all required fields (marked with *) are completed.
School Name
*
Relation to School
*
select
Administration - Database Manager
Administration - Head of School
Administration - Registrar
Development - Director of Development
Finance - Business Manager
Finance - CFO
IT - Director of Technology
Other - Parent
Other - Staff
Other - Volunteer
Last Name
*
Your First Name
*
Your Email
*
Your Phone #
*
Household
User
PCR Educator School Information System is an online database engineered for schools and universities to deliver the highest level of flexibility, unique experience, transparent communication and customized design.