Running a Report

To run any of the GL Reporting Service reports:

1. Access the Report Menu and choose the desired report:

Pre-Posting Summary

Missing Account Number

Chart of Accounts

Account Number Assignment

Labor Analysis

2. Select a client for the report (required only if you have access to more than one client).

3. Enter a date range if required.

4. Determine if you would like to be notified via e-mail when processing is complete and the report is ready to retrieve. Whether or not you choose e-mail, you will be notified via the Message Center when the report is ready.

5. Click Create File to generate the report. You will be notified when the report is ready to view.