Selecting the ledger year within Report Designer

Accountants Enterprise in Australia only

Within Report Designer you can select which ledger year you want to use to provide the client’s report data. The selected ledger year provides the ledger balances and Database Map data for the current values when reports are generated. The ledger year can be different to the selected reporter year.

You can choose which ledger year to use to provide the client’s current ledger balances and Database Map data when you run reports from within the Report Designer window. The selected ledger year is displayed in the Status Bar at the bottom of the Report Designer window.

The selected ledger year is only used by Report Designer. When you run a report from the Report Designer window to test it, the data comes from the selected ledger year. However, when the same report is run from the Generating Reports window, the client data comes from the selected ledger year within the Generating Reports window and not from the selected ledger year in the Report Designer window.

To change the current ledger year from within the Report Designer window

In the Report Designer window, select Tools > Ledger Year. The Ledger year selection window opens with the currently selected year highlighted.
From the Year drop-down menu, select the ledger year you want to use. If the ledger year has more than one period, the Period drop-down list is enabled.
If applicable select the period that you will use as the current period when obtaining ledger balances.
Click OK. The Ledger year selection window closes and the Status Bar in the Report Designer window updates to show the selected ledger year and period.