Modify Special Reports Setup

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Modify Special Reports Setup lets you configure and edit your special reports. Click Filters on the blue bar above the grid to narrow the reports displayed. You can filter by Title or by selecting which Statement Types to display. 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 are filters that reduce the number of entries displayed in the grid. Click Search to refresh the entries on the grid.

1. Title: Enter a partial or full name of a special report. For example, to find all reports with "Director" in the name, enter "Director" in this field and click Search.
2. Statement Types: This drop-down list lets you select one or multiple report types. For example, to see only the special reports that include the "Statement of Activities" report type, select the check box next to "Statement of Activities".
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 the reports assigned to this Security Level.
   • Change or Delete: Displays the 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 have already created appear in a grid. The following columns are displayed:

1. Title
2. Note: Hover over the Note icon to preview the note.
3. Setup: Hover over the Information icon to display user and time information for when the report was set up and last updated.

Note: If your chart of accounts has been altered, you receive a message above the grid prompting you to review your reports for needed changes. Click Report of changes to bring up a report displaying all changes to the chart of accounts. Click Close Report when finished to return to the Special Reports Setup page. You can also click Clear Change Flag to remove this warning.

Double-click a special report or click the Edit icon to edit it (More Information), the Delete icon to be prompted to delete the special report, or the Copy icon to create a copy. Click Add New Report above the grid to add a new special report manually (More Information), Auto-Generate New Report to begin generating a new special report (More Information), or select one or more reports in the grid and click Copy Reports to create a copy of all selected special reports.

Setup List

Select one or more reports and click View Setup List to open the Special Report Setup List window, where you can select your report preferences:

1. Show General Ledger Links: Displays the individual records that make up the lines in the special report.
2. Show Account Details: Displays the details of accounts within each line on the special report.

Selecting both options displays the complete breakdown of the special report.

Click OK to display a preview of your Special Report Setup List report. You can navigate the pages, export to several formats (for example, PDF, Excel, Word), and Print. Click Close Report to return to Modify Special Reports Setup.

Run Reports

Select one or more special reports and click Run Reports to display a preview of the associated reports. You can navigate the pages, export to several formats (for example, PDF, Excel, Word), and Print. Click Close Report to return to Modify Special Reports.

Special Reports > Update

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

Special Reports Grid

The Expand All and Collapse All buttons expand and collapse the entire grid. The report Title can be edited, while the Add New Group and Add New Line buttons let you add items to your special report.

Security Level: After selecting either the Change, Delete, or Run option, or the Change or Delete option, from the drop-down list, the Report Password field appears. Enter the password for this report. Passwords are saved separately for each special report. Passwords 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 that group.
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 Under. This drop-down list lets you position the group at the top or place it under another group.
5. Click Update to save changes to the group, or Cancel to return to the previous page without saving.

Note: The Reverse sign when printing option has a special function when using the Cash Flow report. If this option is not selected, the amount printed on the Cash Flow report is the opening balance. If selected, the amount is 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 Under. This drop-down list lets you position the line at the top or place it 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 list to specify which sub-accounts to include on the line. Select any option other than Show All to display field(s) for entering the number(s).
6. Click Apply to save changes to the line and start entering a new line, Update to save changes to the line, or Cancel to return to the previous page without saving.

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

1. <blank> - 40100: A blank in the first field and 40100 in the second field indicates you want only account 40100 for that line.
2. 40100 - <blank>: 40100 in the first field and a blank in the second field indicates you want only account 40100 for that line.
3. 0 - 40100: A zero in the first field and 40100 in the second field indicates you want all accounts less than or equal to 40100 for that line.
4. 40100 - 0: 40100 in the first field and a zero in the second field indicates you want all accounts greater than or equal to 40100 for that line.
5. 40100 - 49999: 40100 in the first field and 49999 in the second field indicates you want all accounts between 40100 and 49999 for that line.

To select reports to print:

1. After setting up the special report, click the first report you want to print on the right panel under Report(s) Selection. This displays 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 the report.
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 any report to be prompted to delete it.

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

Click Update to save all changes, Reset to undo all changes since the last time the page was updated, or Cancel to return to the main Special Reports page without saving.

Updated June 01, 2026 18:36