Report Builder

The Report Builder consists of two components: Print Templates and Report Procedures.

Print Templates (Report Builder) – General Ledger

The General Ledger Report Procedure utilizes four Print Templates one of which is the GLB Print Template. The GLB Template contains seven fields one of which is the TXDetail.(Reference #).

To open the print template, start the Print Templates function from the Application Launchpad, then Template > Open menu from the workspace window, then select the template from the dialog:


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Print Templates (Report Builder) – General Ledger

The General Ledger Report Procedure utilizes four Print Templates one of which is the GLB Print Template. The GLB Template contains seven fields one of which is the TXDetail.(Reference #).


Report Procedures (Report Builder) – General Ledger

To open the report procedure, start the Print Templates function from the Application Launchpad, then Report > Open menu from the workspace window, then select the report procedure from the dialog:



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In creating the Report Procedure for the General Ledger we have called for the TXDetail.(Reference #) to be a Drill down field.

When you select the Drill down tab in the Print Fields Inspector, you will notice that we have specified the “Journal1Reference” Report to be the Drill down field. The value of TXDetail.(Reference #) is passed to the report as a parameter.

Navigate to the GLB print template in the procedure flowchart, select (click on) it


and look at the Inspector:



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To run the report, start the Run Report function from the Application Launchpad, then Report > Select menu from the Saved Reports window, then select the report from the dialog:



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General Ledger report requires start and end date as input parameters:


When the General Ledger Report  is run, every “Reference” value will be displayed in blue, indicating that this is a Drill down field.

Based upon the specifications made in the Report Procedure, clicking on any Reference will generate a Journal1Reference Report for the specific Reference selected.

Click on "Batch1" string

This triggers the Journal1Reference
report with "Batch1" as the
parameter