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How to run a Bible Report

Owned by Hilary Hawkins (Deactivated)
Last updated: 25 Feb 2024 by Kai Andras
2 min read

1. Open General Ledger > Ledger Inquiry and click the Report button.

 

2. Select DEFAULT as the Report Defaults. Alternatively you can make a new report default by following this guide and name it something appropriate, e.g. BIBLE: Creating a Separate Report Default

  • Make sure the Report Type is set to Preview.

  • For Excel make sure CSV is ticked. If you wish to run to PDF leave this unticked - However we recommend running to Excel as PDF will take a long time to compile.

 

3. Make sure the account range is correct for the data you want to export.

  • Select the Currency, Location, Episodes and the Account range.

  • All columns should be highlighted and the bottom row should all be Z's like the image below if you want all accounts to be included in your export.

 

4. On the Selection tab tick Bible and make sure the Year Period filter (period range) is correct for the data you want to export.

  • All other filters will be ignored while Bible is selected and you are running to Excel/CSV. The Period number is the only filter that will work when Bible is ticked.

  • Purchase Orders will not be included when a Bible report is run. It is recommended to run a separate report for all PO transactions after the Bible is complete if you are outputting in Excel.

    • If you want to run a Bible report WITH Purchase Orders included, then tick the Purchase Orders checkbox under the Include Source Code heading.

  • Ensure that Exclude Reconciled Items is not ticked otherwise your Bible will not balance to zero because of double entry accounting and only part of the transaction being reconciled.

 

5. Return to the Report Details tab and click the Save icon (the blue disk next to Report Defaults). This is important as it saves your report settings to the Report Default.

 

6. Then click OK to run your Report. 

  • Note: If you are running a Bible Report to Excel it will not print out any Attachment Names into Column W or Net Amounts into Column AA and both of these columns will be blank. This is by design to increase the speed of the export.