Specify What Data You Require

The first step of defining your report is to name your report and choose to include/exclude asset master information or business unit information. Enter this information on the Main tab:

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

To	Do this
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 you need asset master information in your report	Click the check box labeled: I need information from the asset master.
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.

Once you are finished, click the Columns tab.