<< Click to Display Table of Contents >> Navigation:  Report Dashboard > Departmental Profit and Loss > How to Print

1.Select Departmental Profit and Loss from the Report Dashboard.

 

2.Select report parameters:

•Facility: Select the desired Facility. (Only Facilities selected for access under that User Based Login will be available for selection.)

•Date: Use the drop-down box to select a date, or choose Manual Selection to enter a date manually.

•Department Range: To see information for a specific department(s), enter a department range. If this prompt is left black, information for all departments will display.

▪NOTE: When entering a department number, enter it in with three-digits. For example, if running for department 1-10, enter it in as 001-010.

•Exclude Zero Balance Accounts: Select this prompt to exclude zero balance accounts from the selected time frame.

•Exclude Accounts With No Activity: Select this prompt to exclude accounts with no activity in the selected time frame.

•Exclude Grand Totals: Select this option to exclude the grand totals for each section.

•Level of Detail: Use the drop-down box to select one of the following options:

▪Detail

▪Summary

▪Report Summary Only

•Include Cover Sheet: Select this option to include a Cover Sheet with the report.

•Safe Mode: Select this option if the report would not build due to bad data being in a field. If the report has bad data, a message will appear stating to run report using the Safe Mode. If selected, Safe Mode will replace all of the bad characters with a ?. This will allow the intended report to generate. The bad data may then be seen and can be corrected from the account level.

•Output Format: Use the drop-down box to select one of the following report format options:

▪PDF

▪XML

▪CSV

▪HTML

▪MAPLIST

▪TXT

 

3.Select Run Report to display the report in the selected output format.