Financial Reports on the Saved Reports Tab

Note:

To properly visualize Spain Reports, make sure that your Spain Chart of Accounts is correctly uploaded. If your account is customized, remember to include it in the financial report to visualize it.

To access this set of financial reports, go to Reports > Saved Reports. On the Saved Reports tab, you can see the following Spain-specific financial reports provided by this SuiteApp:

These reports display financial information about your business. You can customize them by adding, reordering, or removing fields from your financial data. Reports Balance de Situación (Balance Sheet for Spain) and Cuenta de Pérdidas y Ganancias (Profit and Loss Account for Spain) have editable layouts.

Important:

Even though these reports are editable, you should always make a copy if you want to customize them. Making a copy of your customized report also prevents losing these customizations when a new version of the SuiteApp is released.

To customize a financial report layout:

  1. Go to Reports > Saved Reports and click on ES Balance de Situación or ES Cuenta de Pérdidas y Ganancias.

  2. In the Subsidiary Context field, select your subsidiary.

  3. Click Refresh.

  4. Click Customize to edit the layout of your report.

  5. On the Financial Report Builder page, you can edit different parameters of your report. For more information about financial report customizations, see Financial Report Builder.

  6. After you're done customizing your report, click Save As. This action creates a new copy of your customized report and saves it among other reports on the Saved Reports tab.

  7. After saving your report, you automatically return to the report page. If you want to continue customizing your report, click on Return To Customization and repeat steps 5 and 6.

Note:

All Spain-specific financial reports on the Saved Reports page are currently only available in Spanish. English translations of report titles are only mentioned in this document.

General Notices