End of period reports

Estimated reading: 5 minutes

Learn how to create, run, and print reports for end of day, end of month, and end of year.

Before you start

  • Security access to End of Day Reports, End of Month Reports and End of Year Reports dialogs in addition to specific report security as appropriate for the user’s role and responsibilities.
  • End of Period (EOP) defaults set, if applicable.
  • Processed end of day, month, or year. Current period reporting also available.
  • Printer assignments for EOP reports.

Accessing end of period reports

To quickly access your default EOP reports:

  • Reports > End of period > End of Day, Month or Year
    • This direct path preselects the default reports so they can easily be printed or saved in the fewest steps.

To view the library of available reports, view the report fields, and read descriptions:

  • Reports > Find a Report
    • Use this path if you are unsure what report you need and to explore report options.
    • This method also allows you to view a sample report before going through the steps to create it.
      Note: Set a report as a favorite to easily find it the next time it needs to be run.

Running end of period reports

  1. Access the end of period report group through either of the following options:
    • Reports > End of Period > End of Day, Month or Year
    • Reports > Find a Report > expand End of Day, End of Month, or End of Year > Create report
  2. The most recent closed period will be preselected.
    • The dates listed are generated from closing an end of day, month, or year.
    • Reports can be run from either a single period or multiple consecutive periods. Use Shift + click to select the starting and ending sequential dates.
  3. Based on access path taken, the selected report from Report Search or EOP default reports may be preselected. Click any report to change the selected report.
  4. Select Print, Preview, or Save As.
  5. Add range filter(s) if needed and available. and click OK. Note: End of period reports have prebuilt sort options and some may have additional range filters.
  6. Based on step 4 selection:
    • From Print, click OK to print to the report’s default printer. Click Printer to change the printer for this print job.
    • From Preview, review report on screen and choose:
      • Print to select print options and click OK.
      • Save to select location, enter file name, and choose file type (txt, csv, xls) for the report.
      • Cancel to return to filter window or report list
    • From Save As, select location to save the report, enter file name, and choose file type (txt, csv, xls). Click Save.


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