General Ledger Reports Overview

The general ledger reports in Vision Reporting help you present and monitor financial information. Some reports, such as the Balance Sheet, are standard financial reports. Other reports help you manage your company's finances. For example, the Profit Planning Monitor compares actual performance to corporate budgets.

Drill Down Tab for General Ledger Reports

The Options dialog box for each of the general ledger reports contains a Drill Down tab. Use this tab to specify the report values from which you can drill down when you view reports in the Preview window.

Values from which you can drill down appear as underlined links in the Preview window. Click an underlined value to display more detailed information related to that value.

Customizing General Ledger Reports Using Account Groups

You can make financial reporting more flexible if you set up a second level in your account group structure. If you create both summary account groups and detail account groups in the Account Info Center, you can generate both summarized versions and detailed versions of financial reports.

Multicompany

If you use the Multicompany feature, you can generate consolidated versions of some general Ledger reports. The consolidated reports combine data from multiple companies in your enterprise.

A general ledger report that contains information from multiple companies displays the following text in the report footer:

*** This report contains data from multiple companies ***

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