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How to Get Reports by Account Code  
 
Summary: Follow the instructions on this page to obtain reports by account code in FinancialLink.

Note: You must have a valid User ID to access FinancialLink. Please see How to Get A User ID (Business Systems) if you need to obtain a User ID.
What to do How to do it
1 Go to the Reports screen in FinancialLink.
  1. Access FinancialLink.
  2. Choose the Account Code Summary option under Summary Reports.
2 Create the report.
  1. Select an accounting period from the drop-down list.
  2. Enter any combination of fund, index, organization, and program.
  3. You have the option of entering an account code or partial account code to refine the selection.
  4. Click the submit form button.
  5. A list of financial information for the index or fund entered will be returned, summarized by account code.


Questions? Contact the IFIS Help Desk.


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Last reviewed/updated on March 21, 2008 (see more info)
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