CNA Reports - Detailed Transactions: by Account Type

How to run a report for specific account types showing detail transactions

Use a General Ledger report and select the criteria to narrow the results you want. 

  1. Reports
  2. Transactions
  3. General ledger
    • Configure the report to show the results you want
      1. Date Range
      2. Entity
      3. Statement of Financial Position Account Dimensions Filters
      4. Activity Account Dimension Filters
      5. Report Options
      6. Sort Options
      7. Report Subtitle

If the report does not give you the information you are looking for or has too much information modify the report configuration and rerun.

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CNA GL - Report Configuration:Tricks and Tips

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