Running a Financial Statement ("FINS")

Running a New Financial Report (Step-by-Step)

1. Located in the General Ledger Homepage under the Financial Summary Header.
2. Specify your parameters in the following sections:
   1. FINS Report: Clicking on the magnifying glass will show you all the FINS reports you have created in your Financial Statement Spec. List.
   2. Fiscal Year: This field is used to specify the year for which the report should be run. When running a yearly report, this field should be left blank and use the “Start and End Date:” fields.
   3. Accounting Period: This field is used to specify the month the report should be run. When running a yearly report, this field should be left blank and use the “Start and End Date:” fields.
   4. Start and End Date: These will automatically populate based on the values in the “Fiscal Year” and “Accounting Period” fields. The dates that are automatically populated will be for the month specified in the “Accounting Period” field and the year specified by the “Fiscal Year” period. To run a yearly report, use this field to specify the first and last day of the fiscal year.
3. Once you have input your desired parameters, click the green “Add a GL Financial Report” in the top right corner.
4. Click on the action menu and select Generate Report Data. Wait until the banner turns green and reads complete.
5. Click the green Update button in the top right corner. This will populate the following three fields with clickable links.
   1. Preview: Gives a preview of the financial statement within the web browser.
   2. Download PDF: Brings you to the download page for the PDF version of the financial statement.
   3. Download XLSX: Brings you to the download page for an excel spreadsheet version of the financial statement. 

Viewing/Refreshing Existing Reports

The Financial Statement Report Log can be used to view and refresh reports that have already been run.  Here you can find a listing of every report that has been run. If you've made minor changes to a Financial Statement Spec., or maybe you posted additional journal entries during a fiscal period and want to see the adjusted balances, this log can be used to refresh the data rather than run a new report with the same dates. Using this method will save time prevent an excessively long Financial Statement Report Log with duplicate reports. Please note that dates for financial reports in the Financial Statement Report Log cannot be changed.

How to locate, refresh, and view an existing financial report:

1. To refresh and view an existing financial report, navigate to the Financial Statement Report Log, which is located on the General Ledger Homepage under the Financial Summary Header. 
2. Using the viewable fields on the Financial Statement Report Log, locate the report that needs to be refreshed and viewed. Then, click the on the Report ID link. Note: The Report ID is a unique number given to each Financial Report generated in Veracross. Clicking on the FINS Report link will direct the user to the Financial Statement Spec. used for the report, not the viewable report.
3. From inside the Financial Report, click on the Action Menu⚡ and select Generate Report Data.
4. Once the process has completed successfully, click the green Update button.
5. Use the following links to view the report:
   1. Preview: Gives a preview of the financial statement within the web browser.
   2. Download PDF: Brings you to the download page for the PDF version of the financial statement.
   3. Download XLSX: Brings you to the download page for an excel spreadsheet version of the financial statement.

Return to Creating a Financial Statement ("FINS")

Return to Maintaining and Editing a Financial Statement ("FINS")