Finance - Reports General
Posted March 07, 2023
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.
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