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Contents of the Print Project Trial Balance Report Screen

Use the fields and options to configure the Print Project Trial Balance Report screen.

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
Parameter ID

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.

Description

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

Selection Ranges

Projects

Field Description
Option

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

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

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

Accounting Periods

Field Description
Fiscal Year

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

Period

Enter, or click to select, the ending accounting period for which you want to generate report.

Subpd

Enter, or click to select, the ending subperiod for which you want to generate the report.

Sort By

Field Description
1st sort

Select either Organization or Account as the primary sort for the report.

Options

Level

Field Description
Include Project Level __ and Below

Identify the project level at which you want the report to display data. For each project at that level, the report displays summarized balances that include that project and any related lower-level projects. For example, if you enter 2, the report displays balances for level 2 projects, and each of those balances is the sum of the balance for that project and the balances of any related projects below that level.

Show

Field Description
Amounts in Thousands

Select this check box to display amounts in thousands (for example, 10,000.00 displays as 10). If you leave this check box unchecked, the report displays the full amounts.

Generate the Project Trial Balance Report

To generate the Project Trial Balance report, enter the report options you want and then click Print Project Trial Balance Report on the Action menu.