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How to Get Reports by Account Code

Follow the instructions on this page to get reports by account code in FinancialLink.

Note: You must have a Business Systems account and authorization to access FinancialLink.

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1. Go to the Reports screen in FinancialLink.

  • Access FinancialLink.
  • Choose the Account Code Summary option under Summary Reports.

2. Create the report.

  • Select an accounting period from the drop-down list.
  • Enter any combination of fund, index, organization, and program.
  • You have the option of entering an account code or partial account code to refine the selection.
  • Click the submit form button.
  • A list of financial information for the index or fund entered will be returned, summarized by account code.

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