GL Balance Report Profiles

GL Balance Report profiles allow you to specify which objects to use for the report based on a defined set of filters. Profiles allow you to reuse the same filters across multiple report jobs.

The GL Balance Report Profiles page displays all of the profiles that you have created.

You must have at least one profile defined to generate a report.

To create a report profile:

  1. Click Main Menu > GL Balance Report > Profiles.
  2. Click .
  3. Enter a Name for the profile.
  4. Select an ERP System Filter. You can select either "All" or "List". If "List" is selected, select one or more ERP System from the corresponding drop down.
  5. Select a Calendar Type. If "Fiscal Variant" is selected, select a Fiscal Variant in the corresponding drop down.
  6. For the remaining filters, select either "All" or "List". If "List" is selected, the corresponding drop down is enabled and you must select one or more objects from that list. Filters are set to "All" by default.
  7. Click Add.

To manage report profiles:

  1. Click to edit a profile.
  2. Click to filter the profiles.
  3. Click to refresh the profiles.
  4. Click to delete a profile.

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