The Financials Quick Report allows a finance user to create reports such as:

• Balance Sheet

• Income Statement

• Trial Balance

• Budget vs. Actual

• Business Unit comparison

• Period, quarter, yearly comparison

• and more

To get started, sign in then:

• Click File | Quick Report | Financials

The Quick Report lets you specify what kind of report you want and how you want to create it.

To	Do this
Enter information on a particular tab	Click the desired tab. See topics that follow.
Create the Financial Balances report with the parameters you specified	Click Create report.
To exit the designer	Click the back button.