A financial report is often needed for a single department so it can be shared with the staff members involved. Most General Ledger reports include filters that make this possible.
This article walks through running a Budgeted Financial Statement for the Facilities department. For a visual walkthrough, see the Run a Report for One Department video, or browse the full library on the Videos at a Glance page.
Run a financial report for a single department
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From the General Ledger menu, select Reports > Budgeted Financial Statement.
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On the Filters tab, select the All check box on the Account Structure tree.
Note: The All check box toggles between selecting and deselecting every level.
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Select the check box next to the department you want included on the report.
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Click the Options tab to customize the report further.
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On the Options tab, choose a Report Template and set additional options such as the Reporting Period and landscape orientation.
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Click Run Report at the bottom of the page.
Preview, print, or export the report
The report opens in a preview page. To print a copy, click the Print icon.
To export the report, select a format from the drop-down list and click Export. For example, you can export to PDF and email the file to staff members.
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