Periodic Reports

EBMS contains many different reports to meet the needs of varying businesses. The user may want to group the desired monthly and annual reports into a group for convenience. Reports that need to be printed monthly can be inserted into the Close Month wizard process launched from Financials > Fiscal Year Controls. The user may group reports that need to be printed annually within the Close Year and New Year wizards.

Note on System Folders: The reports and folders found under File > Reports > System Folders contain the reports used throughout the EBMS system in print menus, utilities, wizards, etc. To copy a report from a module folder to the systems folder, click CTRL and drag the report from the module folder to the appropriate systems folder.

Complete the following steps to insert reports into the periodic wizards launched from the Fiscal Year Controls window. Review the Fiscal Year Controls section for details on the wizard processes.

Select File > Reports from the main menu. Go to System Folders > Month End Reports or Year End Reports from the reports menu.
Drag files from any of the non-system folders and drop them into the System Folders > Month End Reports folder.

It is recommended that you hold down the CTRL key when a file is dragged so the reports are copied to the system folder rather than moved out of the original folder. By copying files, the non-system folders will contain all the EBMS reports.

Repeat the steps above to place reports into the System Folders > Year End Reports folder. Both the Close Year wizard and the New Year wizard will list the reports within this folder.