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Training Tidbit: Summary Flexible Financial Report (Template Included)

Did you know a flexible financial report can be created (within the Flexible Financial Report Setup option in General Ledger) to print in summary? If a report is set to print in summary, only the subtotals for the specified account piece, such as object or function, print on the report, instead of each detailed account number. A sample report defined to print in summary by function is shown below.

TTFlexFinSumm

To set up a report within the Flexible Financial Report Setup option to print in summary, select the Summary field located on either the Field Selection or Sorting and Grouping tab for the desired sort (group) for which to print the subtotals. A checkmark will appear in the box if the field is selected (see image below). The Summary field should only be selected for one sort (group); if the field is selected on multiple sorts (groups), the system will only summarize the report on the first sort (group) it finds with the Summary field selected.

TTFlexFinSummSetup

For your convenience, we have provided a complimentary template of the report sample shown above – the Expenditure Report by Function – Summary — to download from our website and import into the Flexible Financial Report Setup option. Refer to the steps below for detailed instructions.

Downloading the Report Template:

  • Click the link to access the report template file: https://docs.su-inc.com/training/images/FFTemplate2.exe
  • A message will appear prompting to run or save the file; click the Run button.
    Note: Depending on the security settings of your Internet browser, an additional prompt may appear after clicking the Run button stating the publisher could not be verified; if the additional message appears, click Run to continue (or if needed, click Actions, More Options, Run Anyway).
  • When prompted for the location in which to save the unzipped file, specify a location and then click the Unzip button. The system will default to save the file on your C: drive, but that can be changed if desired. Be sure to note the location you select for where to save the unzipped file.
  • Once the file has been unzipped, a message will appear stating the process was successful; click OK.
  • Then click the Close button to close the screen.
  • There will now be a file called Wizard.xml containing the report template in the location you specified above.

Importing the Report Template into the Flexible Financial Report Setup Option:

  • In General Ledger, select the Maintenance menu and then Flexible Financial Report Setup.
  • At the Flexible Financial Report Setup screen, select the Options menu and then Import Report.
  • When prompted, select the location of the Wizard.xml file (as noted above); then click Open.
    Note: If a report with the same name already exists, the system will prompt asking to replace the existing file; click Replace to copy over the existing report, or click Rename to import the file under another report name, or click Cancel to keep the existing report and not import the new one.
  • The Expenditure Report by Function – Summary will now be available, and the imported setup for the report will appear on the Flexible Financial Report Setup screen.

Note: For step-by-step instructions on setting up a new flexible financial report, see the Adding a Flexible Financial Report Setup topic in the Help File. If desired, a recording of the Flexible Financial Report Setup webinar can be requested in order to review the steps for creating flexible financial reports; to request the recording, contact the Training Department.