Show TOC
Define Report
Selection
In this activity you define the report
selection to be used in the General Ledger.
Your report selection is made in the form of a
report tree. You can arrange the reports you wish to use in a report tree,
organized by content and position in a hierarchy. For example, you can combine
the reports for a specific application area.
Activities
You can create or change report trees. You can
also copy report trees that already exist and create variants for the report
trees which the individual user then assigns to himself.
Create/Copy
1. Enter the
name of the report tree that you wish to create and choose Create
tree.
Note: To create a new report tree, we recommend that you use
the standard report tree FIGL as a template. You can then modify the copy of
the standard report tree so that it meets your company's specific needs. We
recommend that you do not change the standard report tree supplied with the
system.
To copy an existing report tree, choose Change tree -> Node
-> Copy...
2. Edit the
report tree, save it and return to the initial screen.
3. Assign this
report tree to the General Ledger by saving on the initial
screen.
Create and Edit
Variants
1. Enter the
name of the report tree for which you want to create a variant, and choose
Change tree -> Node -> Create variant
....
2. Select
transaction SERP to edit the variant created.
3. The
individual user has the option of assigning himself a variant, which means
that only the selected variant of the report tree is displayed to him. To
assign a variant, choose Edit -> Assign variant
in the display mode (see Display).
Display
To display the report tree that you assigned to
the General Ledger,
- from the initial screen, choose
Information systems -> Accounting -> Financial accounting -> General
ledger -> Report selection
- from the General Ledger menu, choose
Periodic processing -> Information system -> Report
selection
You can also execute the reports in display
mode.
Further
Notes
For more information on report selection,
see
report tree.