This option allows you to create, edit and delete report formats. It is these formats that are used to tailor the financial reports that are produced to your own particular requirements. You need to take into account company and departmental structure, special analysis levels, and, within each report, such items as headings, totalling, columns and other presentation features. The production of summary reports is also a feature of the format language.
To Edit a financial report format:
From the Master menu select the Management Accounts option and the company you require
The MANAGEMENT ACCOUNTS menu is displayed.
Select the Reports & enquiries option
The MA REPORTS AND ENQUIRIES menu is displayed.
Select the Edit financial report format option
The Edit M/A Report Formats form is displayed.
The Edit M/A Report Format form is displayed when you select the Edit financial report format option from the REPORTS AND ENQUIRIES menu.
In order to use the formatting language specific training is required.
Note: A Consultant can produce the required formats on your behalf.
Current format:
Clicking the following buttons displays the necessary data to select from.
Verify format
Delete format
Commands
Format Fields
PUSH BUTTONS
Open: the format the user requires- there is a tree structure to help locate the relevant format.
Save: Saves the report format after any editing has taken place.
Save as: Allows the user to save the report format as another format [in effect, to make a copy]
Exit: Returns you to the REPORTS AND ENQUIRIES menu.
Help: Displays help on the current application using the default browser.
