Run a Report for One Department

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 how to run 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

1. From the General Ledger menu, select Reports > Budgeted Financial Statement.

2. 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.

3. Select the check box next to the department you want included on the report.
4. Click the Options tab to customize the report further.
5. On the Options tab, choose a Report Template and set additional options such as the Reporting Period and landscape orientation.
6. Click Run Report at the bottom of the page.

Preview, print, or export the report

1. The report opens in a preview page. 
2. To print a copy, click the Print icon.
3. 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.

Updated July 10, 2026 14:48