Defining Financial Report Sets

Use financial report sets to group FSG reports that you run together frequently. You can only assign predefined reports to a report set. You can only select those reports that do no have definition access set security enabled or that you have use privileges to from your definition access sets.

You can copy a financial report set that you have already defined, then modify the new report set as needed.

Note: If the Run Financial Statement Generator program is assigned to your responsibility, you can also combine predefined FSG reports with standard reports, listings, and programs in request sets.

To define a report set:

  1. Navigate to the Financial Report Set window.

    You can also choose the Define Report Set button from the Define Financial Report window.

  2. Enter the Name and Description of the report set.

  3. (Optional) Select the Enable Security checkbox to apply Definition Access Set security to your financial report set definition. Definition Access Sets are an optional security feature that enables you to control access to your General Ledger definitions. For example, you can prevent certain users from viewing, making changes, or using your financial report set. If you do not enable security, all users will be able to use, view, and modify your financial report set.

    If the Assign Access function is available for your responsibility, the Assign Access button is enabled once you check the Enable Security checkbox. Choose the Assign Access button to assign the definition to one or more Definition Access Sets with the desired privileges. For more information, see Definition Access Sets.

    If the Assign Access function has been excluded from your responsibility, you will not be able to view the Assign Access button in the financial report set window. You can still secure the financial report set by checking the Enable Security check box, but only Definition Access Sets that are AutoAssigned are automatically assigned to this financial report set. See your System Administrator for more information on Function Security.

  4. Enter a Sequence number for each report you assign to the report set to control the sequence in which reports are submitted at runtime.

  5. Enter the Name of each report you want to include in the report set.

  6. Save your work.

  7. Choose the Run Report button to navigate to the Run Financial Reports window.

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