Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Enter, or click to select, the fiscal year for which you want to generate the report.

Use this drop-down list to select the range of active periods to include. Valid options are:

• All: Select this option to include all periods. The Start and End fields are disabled for this option. This is the default.
• One: Select this option to include only one period and then enter that period in the Start field. The End field is disabled for this option.
• Range: Select this option to include a contiguous range of periods. Enter the beginning period for the range in the Start field and enter the ending period of the range in the End field.
• From Beginning: Select this option to include a range of periods that begins with the first of all the available periods and ends with the period that you enter in the End field. The Start field is disabled for this option.
• To End: Select this option to include a range of periods that begins with the period that you enter in the Start field and ends with the last of all the available periods. The End field is disabled for this option.

Enter, or click to select, the starting and/or ending periods for the range of periods to be included on the report. Depending on your selection in Option, one or both of these fields may be inactive. The End Date fields display the ending dates of the periods.

Use this drop-down list to select the range of accounts to include. Valid options are:

• All: Select this option to include all accounts. The Start and End fields are disabled for this option. This is the default.
• One: Select this option to include only one account and then enter that account in the Start field. The End field is disabled for this option.
• Range: Select this option to include a contiguous range of accounts. Enter the beginning account for the range in the Start field and enter the ending account of the range in the End field.
• From Beginning: Select this option to include a range of accounts that begins with the first of all the available accounts and ends with the account that you enter in the End field. The Start field is disabled for this option.
• To End: Select this option to include a range of accounts that begins with the account that you enter in the Start field and ends with the last of all the available accounts. The End field is disabled for this option.

Enter, or click to select, the starting and/or ending accounts for the range of accounts to be included on the report. Depending on your selection in Option, one or both of these fields may be inactive.

Select a selection and grouping option from the drop-down list. Valid options are:

• Organization: Select this option to generate the report by organization.
• Reference 1: Use this option only if Reference 1 is used in data entry.
• Reference 2: Use this option only if Reference 2 is used in data entry.
• Alternate Reporting: Use this option to generate the report for alternate reporting structures. You define alternate reporting structures by using Reference 1 as an alternate structure. Accounts and organizations are linked to the reference numbers in the Org Account Reference Structure table. Costpoint uses that table to assign account balances to the correct components of the alternate structure.

Use this drop-down list to select the range of selection values to include. Valid options are:

• All: Select this option to include all selection values. The Start and End fields are disabled for this option. This is the default.
• One: Select this option to include only one selection value and then enter that value in the Start field. The End field is disabled for this option.
• Range: Select this option to include a contiguous range of selection values. Enter the beginning value for the range in the Start field and enter the ending value of the range in the End field.
• From Beginning: Select this option to include a range of selection values that begins with the first of all the available values and ends with the value that you enter in the End field. The Start field is disabled for this option.
• To End: Select this option to include a range of selection values that begins with the value that you enter in the Start field and ends with the last of all the available values. The End field is disabled for this option.

The values entered in these fields vary depending on the type of values you choose to select by and your selection in Option.

Enter, or click to select, the starting and/or ending IDs for the range of selection values you want to include on your financial statements. Depending on your selection in Option, one or both of these fields may be inactive.

Identify the account level at which you want the report to display data, based on the levels established on the Configure General Ledger Settings screen. The report displays summarized balances that include that account and any related lower-level accounts. For example, if you enter 2, the report displays balances for level 2 accounts, and each of those balances is the sum of the balance for that account and the balances of any related accounts below that level.

Select this check box to include a page break after each account. Do not select this check box if you want to display more than one account per page.

Identify the level of the selection in the (Select By) field (organization level, for example) at which you want the report to display data. The report displays summarized balances that include that level and any related lower levels. For example, if you enter 2, the report displays balances for level 2 organizations, and each of those balances is the sum of the balance for that organization and the balances of any related organizations below that level.

Select this check box to include a page break before each new grouping value. Do not select this check box if you do not want page breaks before each new grouping value.

Select this check box to display transaction detail for labor postings. Note that labor suppression applies to this report. If your user access does not give you access to labor information, this report does not display labor detail.

Select this check box to include document detail. Voucher number, check number, and invoice number are some examples of document detail.

Select this check box to include inactive accounts on the report. If you do not select this check box, the report includes only active accounts.

Select this check box to display transaction detail for accounts payable postings.

Select this check box to display reference numbers.

Select the primary sorting criterion from the drop-down list. The options are Account or the option you selected in the (Select By) field: Organization, Reference 1, Reference 2, or Alternate Reporting.