Financial Reporter FAQ and Troubleshooting

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Financial Reporter Error Messages

About Formatting Financial Statements

How Do I...

In some reports, you might find that information is cut off the report because it extends beyond the right edge of the spreadsheet print area. You can correct this by adjusting column width, or by redefining the Spec range.

For more information about working with Spec ranges, see About the Spec Range.

You can specify selection criteria on a default specification line, on individual specification lines, and in formulas.

With all these possibilities for account selection, you must be very clear which criteria are actually in effect.

For more information about the rules that apply when specifying criteria, see About Generating Reports from Specifications and About Selection Criteria for Filtering Accounts.

For information about generating financial statements, see About Generating Reports from Specifications.

When a report has multiple pages, you can use title lines to print recurring column headings at the top of each page. For more information, see Printing a Financial Statement.

You set all formatting for financial reports using the formatting commands in the Financial Statement Designer. For more information, see About Formatting Financial Statements.

Before you can generate and print a financial report from a report specification, you must define the Spec range, which is a named range of cells in the spreadsheet. For more information, see About the Spec Range and Setting the Spec Range.

Troubleshooting

For a list of Financial error messages and descriptions, see Financial Reporter Error Messages.

If nothing happens when you run FR View, check whether you have defined a spec range. For more information, see About the Spec Range and Setting the Spec Range.

If some account descriptions are not appearing in financial reports, check to see if the individual account descriptions have any common description for accounts that are being consolidated in the report. To include these account descriptions in a printed report, you may need to edit the descriptions.

Account number 6200-100 and 6200-200 are being consolidated into account 6200.

If the descriptions are as follows:

  • 6200: "office expense total"
  • 6200-100: "office expense Richmond"
  • 6200-200: "office expense Toronto"

... the description on the printed financial report will be "office expense", which is the common name for all three accounts.

If account 6200 used the description "miscellaneous account" instead, the description would be blank in the financial report (there are no common elements in the three descriptions).

If you have changed cell format in Excel to display long date formats, but Financial Reporter still displays dates in short format, you can use the following Excel DATEVALUE formula to change the fomat:

=DATEVALUE(FR("SessionDate"))

If some data is missing from the bottom of a report when printing, you may need to change the size of the report as follows:

  1. On the Formulas tab of the Excel ribbon, click Define Name.
  2. In the Name field, select Spec.
  3. In the Refers to field, type =Sheet1!$.
  4. Click OK.

For more information, see About the Spec Range and Setting the Spec Range.