The first step in defining your report is to select what type financial reportyou want. Enter this information on the Main tab:

In this version, all reports are based on the Posted balances file in JDE.

To	Do this
Type of your report (Required)	Select the type of financial report that you want to create. After selecting the basic types, you can use the rest of the wizard to customize it further (for example, you can split an Income Statement into multiple periods or compare actuals vs. budget).
Name your report (Required)	Click on the edit box next to Report name and type a descriptive name for your report. This is a mandatory step.
If your business organizes accounts with the category code information in the JDE Chart of Accounts	Click the check box labeled: I need category codes from the chart of accounts.
If you need to access category codes in the JDE Business Unit table	Click the check box labeled: I need category codes from the business unit master information.
Reverse sign on revenue accounts	Depending on your JD Edwards setup, for an Income Statement or Trial Balance, you usually will check the Reverse sign on revenue accounts
Reverse sign on liability accounts	Depending on your JD Edwards setup, for a Balance Sheet or Trial Balance, you may need to reverse the sign on liability accounts by check Reverse sign on liability accounts.

Once you are finished, click the Periods tab.