Groups Tab
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Access this tab using Reports>{Any Report}>Groups. |
Use this tab to designate which Group Sets to use for this report. Before Group Sets can be designated, you must first create Report Groups using the Reports>Assign Report Groups form.
Using Report Groups in financial statements allows greater reporting flexibility. Groups provide an alternative way of reporting summarized accounting data. In order for groups to be applied to the report, select the group on the Content tab and on the Groups tab. Since these tabs are independent of each other, it does not matter if the group is set up first (using the Groups tab) or the column for the group is selected (using the Content tab) first. Filtering (using the Filter tab) on the group is optional as is Segment to Substitute for GL Segment (on the Options tab).
Available Segments, Selected Segments: In the Available Segments box, the system displays segments that have groups sets associated with them. To utilize group sets, first select an item in the Available Segments box, and then click the Mover ( > ) to move it to the Selected Segments box.
Group Set: Select the Group Sets to use for the designated segment. You can specify a Group Set for more than one segment.
- A cross-year report can be created with balances outside the organization's fiscal year. However, a report with both groups and balances cannot be created outside the organization's fiscal year.
- When choosing to print a report using groups rather than individual account codes, only account codes included in the Group Set print on the report. Account codes not included in a group do not print on the report.
- If there is a Group Code with no accounts assigned (Reports>Assign Report Groups) to it, it will not display on this tab or in the reports.
- Any accounts not included in a Group Set will not be included in the report.
- Available Segments display only {Segment} Groups for which Group Sets have been created by the user. If no Group Sets for the {Segment} Group exist, the {Segment} Group will not display under Available Segment. Prior to selecting a {Segment} Group ensure that Group Sets are created for the {Segment} Group.