Modifying/Deleting a Consolidated Balance Report ID:

Modifying / Deleting a Consolidated Balance Report ID:

If the parameters you have set up for a particular Report ID are no longer useful, you can modify or delete the Report ID.

1. On the Consolidated Balance Report screen, select the Report ID you want to modify/delete from the Reports dropdown menu.

2. Click on the modify link to access the ‘Modify a Custom Consolidated Balance Report’ screen.

3. To modify the Report ID:

· You can add a new report group by entering the new Group Name and clicking on the Add Group button. This will take you to the ‘Add a Consolidated Balance Reporting Group’ screen where you can assign accounts to the group.

· You can modify an existing report group. Click on the group under the Report Group column to access the ‘Modify a Consolidated Balance Reporting Group’ screen. On this screen you can assign additional accounts to the group or remove accounts from the group.

· Click on [delete] next to a group if you want to remove that group from the report.

· To change the order in which the groups are displayed on the report, click on the Group Order button.

· When you have finished making any desired changes, click on the Save button.

4. To delete the Report ID:

· Click on the Delete button.

The following message will appear: Delete this report?

· Click ‘OK’.

The Report ID and the settings saved within the ID will be deleted.

Modifying / Deleting a Consolidated Balance Report ID:

Setting a Consolidated Balance Report Default Additional Help

Setting a Consolidated Balance Report Default
Additional Help