Creating Statistical Reports in Fiscal Close (all Methods)
The third step in fiscal closing is creating statistical reports. This step is optional, but it requires that you have completed steps 1, Posting, and 2, Printing a Fund Activity Report.
If you are performing a Method 2 | Manual fiscal closing, you must print at least the Fund Reports. You will need this information for the last step in the process, Adjust Funds.
The reports offered depend on whether the respective Fiscal Close options have been selected in Admin | Settings | Funds.
If no fiscal closing report options are available, or if you do not want to create any of these reports, choose Next to go on to the next step. Otherwise, do the following.
- Make sure you are in the Fiscal Close function and the third tab, Statistics and Reports is selected.
- To create and print a report, select one of the report tabs at the bottom of the screen.
Below are links to the sections of this manual that describe these reports. Note that in creating these reports, you do not need to switch functions.
- Statistics
- For a description of running Statistics reports, see Statistics.
- Vendor Statistics
- For a description of running Vendor Statistics reports, see Vendor Statistics.
- Reports
- For a description of running Fund Reports, see Fund Reports.
- When you have finished creating and printing the reports you need, choose Next to go on to the next step for your chosen Fiscal Close method, as specified below:
- See also:
- Fiscal Closing