Adding Reports

The suggestions below may assist you in adding reports and accounts to a set of books.

• You do not have to anticipate all possible future requirements before adding reports and accounts, but some planning is advisable. Determine what information you need and, when in doubt, keep it simple. More reports/accounts can be added later as the need arises.

• The position of reports is not important since they can be rearranged at any time. Accounts can be moved from report to report, and report arithmetic (e.g. the integration in a set of books) can be changed as well.

• Add reports that contain posting accounts first. Summary reports, statements of changes in financial position and consolidated reports that contain only total accounts can be added later.

Reports and accounts that are not needed can be removed, with the following restrictions:

• A report that contains accounts cannot be deleted until all accounts and text lines on that report have been deleted.

• Total accounts (e.g. accounts that have other accounts totaling to them) cannot be deleted. In order to delete a total account, you must first delete the total account name from the Total to fields of the accounts that total to it. A good way to identify the accounts that total to a specific account is to look at the totalto_kids explorer window for that account. If necessary, account names can be changed (security permitting).

To add a new report to a set of books:

1. Activate NewViews/Report in the NV2 Database Explorer.

2. If a table of reports is not displayed in the window on the right side of your screen, use the window select button at the left of the title bar that reads /REPORT to choose the Sub Reports window.



3. Activate the line above or below where you want to add the new report. (This step is not crucial as the report can always be moved later, see Moving Accounts for more information.)

4. Issue the command Edit>Insert to add the new report above the active line or Edit>Append to add the new report below the active line. NOTE: The positioning of the new report is only an issue if the report table is in line (interactive) order. If the report table is in name or description order, the Edit>Insert and Edit>Append commands can be used interchangeably since the report will automatically be placed in the proper position.

5. Fill in the name and description fields for the report (the number displayed in the number of accounts field is generated automatically).