Reporting on Combination Rules

To access reports your administrator must either:

  • Enable "View Reports in Public Folders" for your profile.
  • Share the Combination Rules Reports folder with you.
Tip: For clarity and improved readability ensure that the Subtotals and Grand Total sliders are set to .

Standard Report

Tip: By default your combination rules are shown in the report. To view a report for combination rules created by all users, in the report header, click | Show Me | All Combination Rules | Apply.

You can use this report to view a list of all the variations of the combination rules you activated.

  1. Go to the Combination Rules Setup tab.
  2. In the header click | All.
  3. Click Active Rules Report.

Alternatively access the report using the Reports tab.

  1. Go to the Reports tab.
  2. Search for Combination Rules Report.
  3. Click the report name.

You can use this default combination rules report as a template to create other reports based on, for example, different accounting staff or different departments.