Add a Report

You can add a new report from the Reports list page in Financial Edge NXT. When you add a new report in the web view, it is also available the database view.

1. On the Reports list page, select Add.

2. From Add report, search for and select the type of report you want to create. After you enter a name and description, and determine who can modify the report, select Next.

   Tip: For a description of each report type, see Report Categories.

3. From Parameters, specify information to include as well as formatting details, then select Next.

   Tip: Parameters vary depending on the report you select. For more information, see Report Parameters.

4. Depending on how you want to proceed, select Save and Run, Run, or Save.