Modify Special Reports Setup

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Modify Special Reports Setup lets you configure and edit your special reports.

1. Click Filters on the blue bar above the grid to narrow the reports displayed by Title or Statement Type.
2. Click Search to display results, or Cancel to return to the main General Ledger page.

When no special reports exist, you are prompted to start with either a Manual or auto-generated setup.

Filters

The following fields filter the entries displayed in the grid. Click Search to refresh the grid.

1. Title: Enter a partial or full report name. For example, enter "Director" and click Search to find all reports with "Director" in the name.
2. Statement Types: Select one or more report types from the drop-down. For example, select "Statement of Activities" to see only special reports that include it.
3. Security Level: Several security levels are available:
   • Not Filtered: Displays all special reports regardless of security.
   • Unsecured: Displays only reports without a password assigned.
   • Change, Delete, or Run: Displays reports assigned to this Security Level.
   • Change or Delete: Displays reports assigned to this Security Level.

Special Reports Grid

Note: You can drag and drop grid items when creating or editing your special reports.

Special reports you've already created appear in a grid, with the following columns:

• Title
• Note: Hover over the Note icon to preview it.
• Setup: Hover over the Information icon to see who set up and last updated the report, and when.

Note: If your chart of accounts has been altered, a message above the grid prompts you to review your reports for needed changes.

1. Click Report of changes to view a report of all chart-of-accounts changes.
2. Click Close Report to return to the Special Reports Setup page.
3. Click Clear Change Flag to remove the warning.
4. Double-click a special report, or click the Edit icon, to edit it (More Information).
5. Click the Delete icon to delete the special report.
6. Click the Copy icon to create a copy of the report.
7. Click Add New Report above the grid to add a new special report manually (More Information).
8. Click Auto-Generate New Report to begin generating a new special report (More Information).
9. Select one or more reports in the grid, then click Copy Reports to create copies of all selected reports.

Setup List

1. Select one or more reports and click View Setup List to open the Special Report Setup List window.
2. Select your report preferences:
   • Show General Ledger Links: Displays the individual records that make up the lines in the special report.
   • Show Account Details: Displays the details of accounts within each line. Selecting both options shows the complete breakdown of the special report.
3. Click OK to preview the Special Report Setup List report. Navigate the pages, export (e.g., PDF, Excel, Word), or print as needed.
4. Click Close Report to return to Modify Special Reports Setup.

Run Reports

1. Select one or more special reports and click Run Reports to preview the associated reports.
2. Navigate the pages, export (e.g., PDF, Excel, Word), or print as needed.
3. Click Close Report to return to Modify Special Reports.

Special Reports > Update

Modify Special Reports - Update lets you edit the details of your special report design and select which reports to print using that design.

Special Reports Grid

Expand All and Collapse All expand and collapse the entire grid. The report Title can be edited directly, and Add New Group / Add New Line can add items to the report.

For Security Level, selecting Change, Delete, or Run or Change or Delete displays a Report Password field. Passwords are saved separately per report and can be reset by calling Support and verifying your credentials.

Use the grid icons to build your report:

1. Click the Add New icon by any group to add a group or line under it.
2. Click the Edit icon to edit any group or line.
3. Click the Delete icon to delete a group or line from the grid.

Note: You can drag and drop grid items when creating or editing your special reports.

Special Reports Update

To add or edit a group:

1. Specify the Description.
2. Select whether to reverse sign when printing.
3. Select whether to show the heading.
4. Select where to include the underpositions: at the top or under another group.
5. Click Update to save, or Cancel to return without saving.

Note: Reverse sign when printing has a special function for the Cash Flow report: unselected, the amount printed is the opening balance; selected, it's the amount for the period.

To add or edit a line:

1. Specify the Description.
2. Select whether to reverse sign when printing.
3. Select where to include underpositions: at the top or under a group.
4. In the grid, click Add new line to add accounts or ranges of accounts from any level of your chart of accounts.
5. Use the Sub-Account drop-down to specify which sub-accounts to include. Select any option other than Show All to enter specific number(s).
6. Click Apply to save and start a new line, Update to save, or Cancel to return without saving.

When using an account range, the fields behave as follows:

1. <blank> - 40100: Only account 40100.
2. 40100 - <blank>: Only account 40100.
3. 0 - 40100: All accounts less than or equal to 40100.
4. 40100 - 0: All accounts greater than or equal to 40100.
5. 40100 - 49999: All accounts between 40100 and 49999.

To select reports to print:

1. After setting up the special report, click the first report to print in the right panel under Report(s) Selection — this opens the Preferences window for that report.
2. Make your selections and customizations, then click Update to select the report and return to the Update page, or Cancel to return without selecting it.
3. Repeat to select as many reports as you like.
4. To remove a selection, click the Delete icon in the Report(s) Selection area for that report and confirm.

Important: You must select at least one report to print.

1. Click Update to save all changes.
2. Click Reset to undo all changes since the last update.
3. Click Cancel to return to the main Special Reports page without saving.

Updated July 10, 2026 02:36