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Creating a new customised financial report in AO General Ledger

This support note applies to:

  • AO Classic General Ledger (AU)
Article ID: 24905

Following is information regarding how to create a new customised financial report.

To create a new custom financial report
  1. In the client"s general ledger, from the Reports menu, select Edit Customised Financial Report Definitions.
  2. In the Edit Customised Report Definitions window, press the F4 key on the keyboard. The Adding a New Customised Report window appears.
  3. Enter a unique report number in the Report ID field.
  4. Select the report type from the Report Type drop-down list.

    You should use the Standard Report option when adding a report other than Notes to the Accounts, Fixed Assets or the Livestock Valuation report.

  5. Enter a name for this report in the Report Description field.
  6. Select Copy an existing report then choose a client whose name begins with ZZAU Master Client. For example ZZAU15 Small Co, from the Copy from Ledger drop-down list.

    The Master Clients contain all the master reports for each entity.
  7. Select a report from the Report to Copy drop-down list, then click OK to add the report.

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