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Why won't my financial statements/reports (Cash Flow, Profit & Loss, Budget Variance) run?


Instruction

One thing that can cause any report with a YTD column to not run (and "think" forever) is because the period before the beginning of the fiscal year defined is not defined.

Example: If you are running a 2015 report, December 2014 needs to exist.

To solve this go to Admin > Properties, and click on the property.

Near the bottom of the left-hand menu, choose Add Periods

Choose the last period of the prior year. 

(Note: You can add all 12 periods of the prior year, if desired.)

 

Note: You can not run financial reports for multiple properties (consolidated or by property) unless all properties have the same fiscal year.

 

Permissions and Settings

To run financial reports you need permission. To check permissions, go to Admin > User >  (Select User) > Change Permissions > Reports > Financial.

 

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