InReports Article

InReports Article

"InReports" is a check box setting on Manage Company Databases, Manage OrgUnits, Manage Objects, Manage Budgets and Manage Budget Accounts.



For a CompanyDB, BudgetID, OrgUnit, Object and Account Number (Budget Account Number) to be available for reporting, its related checkbox needs to be checked.


Please note that reporting is a hierarchical structure and for a lower level to be available for reporting, the level above needs to have its "InReports" checkbox checked.  The order of the hierarchy is CompanyDB, BudgetID, OrgUnit, Object and finally Account Number.


In our below example, AccountNumber 000-4100-00" InReports" checkbox is checked.  And as it sits at the bottom of the hierarchy, Company DB "DB3147_TWO15", BudgetID "2017 Test1", OrgUnit "000" and Object "4100-00" respective "InReports" checkboxes need to be checked.



Please note it can be a useful to limit the number of available CompanyDBs, BudgetIDs, OrgUnits, Objects and Account Numbers in their respective Search dropdown menus to only those that are necessary by unchecking the "InReports" box and this can result in a "decluttered" search dropdown menu.


In the below example, OrgUnit 150 was deselected.



And you can that it does appear in the dropdown menu.


    • Related Articles

    • Custom Reports Article

         Tutorial Link Purpose: To create custom reports which can include actuals, budgets, variances and comments for an organization. The report is structured to the user's needs. Reports with a customized Column Format as defined in Define Custom ...

    • Column Formats Article

      Column formats can be defined in the following Setup screens: Define Custom Reports; Define Basic Budgets Entry Forms; and Define Custom Budgets Entry Forms. There are two options to setup Column formats: a) Grid Layout Tab This format supports Copy ...

    • Manage Budgets Article

          Tutorial Link Purpose: To provide tools to manage budgets such as budget list, budget creation, delete/purge budget, lock budgets/acct #s, link actual GP data & display setup, display budgetids, forecast setup, create historical avg for spreads. ...

    • Manage Budget Accounts Article

      Standard functionality is Print, Export to Excel, Print to PDF, Auto-fit Columns, Expand/Reduce Column Width, Filter, Column Data Sort - Ascending/Descending, and Copy and Paste. The Right-Click Menu and Short-Cut Keys are: In order to free-up ...

    • How Do I to Delete an OrgUnit? Article

      Please see the Manage OrgUnits article for more information. There are two options: Uncheck the IsBudgeted and InReports checkboxes to hide the unused departments. (They will still be using up licensed units); or If you are running short on OrgUnit ...