You can define your own financial statements that best suit your reporting needs. To specify the content and format of a statement, use the Financial Statement Definition form, along with the Financial Statement Definition Columns form and the Financial Statement Line Definition form.

Once you have defined a statement, you can print it by referring to the Report ID in the Financial Statement Output form.

Financial statements consists of two major sections:

• Report Columns
• Report Totals

To design the statements, you use four major functions:

• Copying sections of reports
• Resequencing lines
• Automatically generating accounts
• Automatically setting ratio and subtotal levels

You must enter information for the report, such as:

• Headers and titles
• The columns in which to calculate and/or print amounts
• The account numbers for which amounts will be printed
• Descriptive text

You also must decide:

• Whether to print ratios, and if so, where
• When to print totals

It is best to lay out the reports on paper before attempting to define them. Remember to leave enough room to print all the desired amount and ratio columns, because the system does not perform this task automatically.

To create the financial statement: