Company:

Select the company that you want to display in the report.

Fiscal year:

Select the desired fiscal year.

Starting period and subperiod:

Select the period to start the range.

Select the subperiod to start the range.

If adjustment subperiods are available for the selected period, they are displayed in the subperiod drop-down list including the adjustment subperiod type which can either be Interim or Final.

Ending period and subperiod:

Select the period to end the period range.

Select the subperiod to end the subperiod range.

Primary group:

Select an option to use for the report sort: Organization or Reorganization.

Limit organization

Enter a portion of a specific organization or reorganization that you want to include in the report based on the report sort you selected on the General tab. Click Search. In the search results, select one organization.

For example, you know that the organization that you are looking for starts with an A. Enter A in the Keywords field, and then click Search. All organizations that start with A will be in the search results. Select the organization to include in the report.

To narrow the search, click Options to select filter criteria. If you search by name, use one of the Contains... options, rather than the Starts with... options. If applicable, click the right arrow to move your selected results to Choices.

Account

Enter a portion of a specific account ID in the Keywords field and click Search to list accounts that match your keyword. Select one account to include in the report.

To narrow the search, click Options to select filter criteria. If you search by name, use one of the Contains... options, rather than the Starts with... options. If applicable, click the right arrow to move your selected results to Choices.

Project

Enter a portion of a specific project ID in the Keywords field and click Search to list projects that match your keyword. Select the project to include in the report.

To narrow the search, click Options to select filter criteria. If you search by name, use one of the Contains... options, rather than the Starts with... options. If applicable, click the right arrow to move your selected results to Choices.