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Training Tidbit: Is there a way to print flexible financial reports for only account numbers with activity?

Yes, a flexible financial report can be printed for only the account numbers that had activity in a selected fiscal year.  To specify a flexible financial report to only print for the account numbers that had activity, complete the following:

  1. Select the Maintenance menu from the General Ledger screen and then Flexible Financial Report Setup.
  2. At the Flexible Financial Report Setup screen, enter the name of the flexible financial report to change in the Report Name field, or click the down-arrow button or the Find button to select the correct one.
  3. Remove the checkmark from the Include Accounts With No Activity field.  By not selecting this field (no checkmark in the box), only those account numbers that have had activity in the specified fiscal year will be printed on the report.  (Note:  Accounts with zero balances may still be included on the report if this field is not selected if the accounts had activity during the specified fiscal year (i.e. debit and a credit for the same amount).  Also, having a budget entry posted in the specified fiscal year is considered activity for an account number.)
  4. After all the changes have been made, click the Save button.