Running a Financial Statement

Step-by-Step

  1. On the General Ledger homepage, click on Run a Financial Statement Report.
  2. Select the desired FINS Report.
  3. Select a Fiscal Year.
  4. Select an Accounting Period.
  5. Click Add GL Financial Report.
  6. Choose Generate Report Data from the Action menu.
  7. After the data is generated, click Update.
  8. Choose Preview or Download to review the report.