Report Groups in Financial module

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Posted on by Community Member Microsoft Employee

I am trying to set up a report group to run GL Trial Balances. I know we've got to set up the trial balances we want first, then put them in a group. However, when I set up the new trial balance report, it doesn't show in the list of available trial balances to pick from when I go to group it. Does anyone have any idea why that might be? I thought perhaps GP might need to be refreshed so I logged out and back in but it didn't help.

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Community Member Microsoft Employee on at

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RE: Report Groups in Financial module

Thank you for your reply. That's just what I did. Weird.
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MattPaulen 6,912 on at

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RE: Report Groups in Financial module

That should be all there is....

I just went through it to make sure.

1) I created a new Detailed Trial Balance option call "new".

2) Opened up the Financial Groups window

3) Under Financial reports I chose Trial Balance

4) Under reports I chose Detailed

5) My new report then showed up under Report Options

6) I selected that report and then clicked Insert

7) Clicked Save and named my group