From the General Ledger screen, select the Maintenance menu and then Flexible Financial Report Setup.
At the Flexible Financial Report Setup screen, enter the name of the flexible financial report to edit in the Report Name field. If the name is not known, click the down-arrow button or the Find button to select the correct one.
Note: If the district has the Report Writer module and changes were last made to the flexible financial report in Report Writer, a message will appear stating the changes will be lost if re-saved within the Flexible Financial Report Setup option; click OK.
Make the desired changes to the report.
After all the changes have been made, click the Save button.
Note: If the district has the Report Writer module, the system will use the applicable settings from the Report Writer Defaults option when saving the changes for the flexible financial report. For example, if the default for how a negative number prints is changed in the Report Writer Defaults option, the setting will be applied to the flexible financial report.
If the report name was changed, a prompt will appear verifying whether or not to change the name or add a new one. To change the name for the flexible financial report, click the Change button. To not change the name and revert to use the original report name, click the Revert to Original button. To add a new flexible financial report with the specified report name that is a duplicate of the current report, click the Create New button.
If desired, click the Execute button to generate the report from within the Flexible Financial Report Setup option.