How to Run Financial Reports

Overview

You can run financial reports to generate standard financial statements and to slice and dice financial data. You can also use Salesforce Management Reports to analyze financial data. For both options to work, you must turn on GL Summary Management.

Procedures

Navigate to Financial Reports.

You will see a list of pre-configured custom financial reports. Select any of the reports.

By default, you will see financial information for the Report Period as This Year-to-Date, with the View By set to By Month.

You can customize the Report Period and/or View By to suit your needs.

Read Sorting of Sub Type 1 and Sub Type 2 to see how the system sorts Sub Type 1 and Sub Type 2.

You can click Show Filters to display Accounting Variable filters.

Type any part of the Accounting Variable name to select values, then click Run Reports to update the view.

To save the filtered view you just created, click Save Customization and enter a report name.

By saving the customization, you can access and run the Saved Reports in the future.

On the report view, you can also choose to Export data to Excel or PDF.

When exporting to Excel, and if you want to hide blank rows:

You can navigate to Custom Settings\System Settings. Then, create a new parameter:

• Name: hideEmptyRowsInExportExcel

• Value: True

When exporting to PDF, and if you want to hide rows with all 0 amounts:

You can navigate to Custom Settings\System Settings. Then, create a new parameter:

• Name: hideZerosInFinanceReportExportPDF

• Value: True

If you have any questions about any GL Account number, you can drill down to see the underlying GL Entries. Then, you can search or sort columns to look for specific GL Entries.

Article How-to-Run-Financial-Reports  ·  Last updated April 27, 2026 · GoldFinch ERP Help Center