The Journal Report enables administrators to select a period range and specific fields for inclusion that can be exported in a formatted Excel file. These reports can provide insight into the company's processes by enabling you to analyze and interact with data.
This page has validations that include:
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[Start Period] is required.
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[End Period] is required.
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At least one [Visible Column] must be selected.
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[Start Period] must be the same as or earlier than [End Period].
Example: The following image is a sample of a Journal Report.
Run Report
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Go to Journals > Journals.
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Click the Run Report button.
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In the Create Journal Report slide-out panel, complete the following Range fields:
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From the Start and End Period drop-down menus, select your periods.
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Under the Attributes fields, select the desired attributes for the journal.
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Click each attribute and use the arrow buttons to move them into the Visible Columns area.
TIP: To change the order of fields in the Visible Columns, use the up and down arrows on the right side.
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Once you have selected all your attributes, click the Run button.
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The JEM_JournalReport_Export.xlsx file is automatically downloaded to your default downloads location.
