Financial Report Builder More Options Page

On the More Options page of the Financial Report Builder, you can:

• Define an audience for a custom financial statement.

• Enter a description of a custom financial statement.

• Set report-level format options for a custom financial statement including the following:

  • (Income Statements only) Indicate whether report data should be on a cash basis or accrual basis. This option defaults to the setting for the Cash Basis Reporting preference set at Setup > Accounting > Accounting Preferences. For information, see Setting Up Cash Basis Reporting.

  • Indicate whether rows with a zero balance should be displayed.

  • Indicate whether only transactions completed in the web store should be included.

  • Indicate whether only accounts that had activity during the report range should be included.

  • Indicate whether the custom report should be available from the Reports page.

  • Indicate whether the report should display a currency symbol, such as $, next to monetary amounts. (Available for reports displaying monetary amounts.)

  • Define an Expand Level for the custom report. For financial statements, you should set the expansion level per row and financial section, using the Display field on the Edit Layout page. See Financial Report Builder Edit Layout Page.

  • (For summary reports only) Define a custom detail report to be the drilldown for the custom report's View Detail links. This option also applies to drilldowns from custom report snapshots built from the custom report.

  These options are in addition to the row-level options available on the Financial Report Builder Edit Layout Page. In cases where a preference is available on both the row level and report level, such as the Show Currency option, the row-level setting takes precedence.

This page's options are similar to those on the Report Builder More Options page. For details, see Setting Additional Options for Custom Reports and Sharing Custom Reports with Other Users.

You need both the Financial Statements permission and the Report Customization permission to customize reports in the Financial Report Builder. If you do not have necessary permissions, contact your account administrator. See Giving Access to Financial Statements for more information.

General Notices