Adding a Report

Important:  Once the Report Type is set for a report it can never be changed.  If you need to change the report type, you will need to start over with a new report.

1. Click the Add button
2. Type a Report Name.  This is what will appear when selecting a report in Data Mining.
3. Type a Report Title.  This will appear on the printed report.
4. Select a Report Type.  This encompasses both the type of funds and the level of detail to included on the report.
   1. Fund Type:
      1. Revenue/Expense – This will be the most commonly used selection outside of the business office.
      2. Balance Sheet – This will include assests, liability, and equity.
      3. Combined B/S and O/S – This will include all fund types.
   2. Summary versus Detail:
      1. Summary – Summary reports only run by month.  To view only rolled up totals, use Summary. Choosing Summary will mean that the Sources page is unavailable for use in the report.
      2. Detail – To view transaction level activity on a report, use Detail.  Detail reports also run based on a date range set by the user instead of a specific month.
5. Click the Save and Add Parameters button to save the report information and set Parameters.

An example of Summary a report and a Detail report which have the same fields selected:

summary vs detail.pdf