Print reports using financial report writer

Print reports using financial report writer

Part 1: Print the income statement
1. Click the Open icon on the toolbar.
2. Type financial report in the Filter field.
3. Click the Financial Report Writer list item.
4. Click the OK button. The Financial Report Writer form opens.
5. Click the Print icon.
6. Click the Report ID drop-down arrow.
7. Click the [your initials]income list item.
8. Click to select the checkbox for Unit Code 2 under Details section.
9. Click the Print button. Note: The sales accounts and cost of sales accounts display lines for Unit 
Code 2.
10. Click the SyteLine tab.
11. Click the Report Type drop-down arrow.
12. Click the Unit 2 list item. 
13. Click the From Unit Codes Unit Code 2 drop-down arrow.
14. Click the 2001 list item. 
15. Click the To Unit Codes Unit Code 2 drop-down arrow.
16. Click the 2001 list item.
17. Click to select the checkbox for Unit Code 3.
18. Click the Print button. Note: The sales accounts and cost of sales accounts display lines for unit 
code 2001 and UC3 details.
19. Click the SyteLine tab.
Part 2: Print the balance sheet
1. Click the SyteLine tab.
2. Click the Report ID drop-down arrow.
3. Click the [your initials]balance list item.
4. Click the Report Type drop-down arrow.
5. Click the Main list item.
6. Click to clear the checkbox for Unit Code 2.
7. Click to clear the checkbox for Unit Code 3.
8. Click the Site Group drop-down arrow.
9. Click the SITES list item. This site group has multiple sites combined. 
10. Click the Print button.
Part 3: Print the balance sheet by account type
1. Click the SyteLine tab.
2. Click the Report ID drop-down arrow.
3. Click the [your initials]Bal typ list item.
4. Click the Site Group drop-down arrow.
5. Click the DALS list item.
6. Click the Print button.
7. Click the X on the Financial Report Writer form.
8. Click the X on the Report Viewer tab

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