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Run Flag Report

Owned by Jonathan Casse (Deactivated)
Last updated: 07 Feb 2023 by Kai Andras
1 min read

The Flag Report is a good report to run to see the sum of a flag or multiple flags.

 

To run this report go to General Ledger -> Ledger Inquiry -> Reports

 

  1. Select whether you will be running a pdf report or excel report.

 

2. Ensure the Free Flag or Insurance Flag has the from and to flag inserted in the fields. If you are running the report over multiple flags, put the first alphabetical flag in the from field and the last alphabetical flag in the to field.

 

 

2. In the Selection tab, make sure you are running it over the appropriate period you wish to report on. (The selection fields are set to include the report runs over all transaction in the screenshot below)

 

 

3. Revert back to the first tab “Report Details” and click Save (highlighted in red)

 

4. Run the report

 

5. If your EFCS or Budgets are incorrect when running a flag report, you will need to follow this guide due to the flagging system using a separate budget worksheet: Update the Rebate Budget Worksheet for Cost Reports