Administrators must set up the financial reports. To learn more, see the Kenandy Configuration Guide, which is available on the Resources Page of the Kenandy Community.

1. From the Home page, click the Kenandy Analytics link.
2. (Optional) On the Kenandy Analytics page that is displayed under a new tab, select the Include Budget checkbox for a financial report, and select the budget with the amounts to include in the report in the Budget field.
3. Click the link for the financial report that you want to view.

   The financial report is displayed.

4. To update the report with new data created after you display the report, click Refresh.
5. To return to the list of reports on the Kenandy Analytics page, click the KENANDY ANALYTICS > FINANCIAL REPORTS link.

1. Access the financial report.

   To learn more, see View a Financial Report.

2. To change the data that is displayed in a trial balance, click the filter icons in the column headings, enter the appropriate information in the dialog box that is displayed, and click Filter.
3. To change the data that is displayed in the financial report, click the filter icon in the top right corner of the report to show the filter panel, and complete any of the following steps:
1. To designate a period range for the report, select a period in the Period From field and the Period To field, and click Go.

   For the income statement, you can select the Total checkbox if you want to include a column showing the totals for the period range in the report. This checkbox is not available for selection if the Quarter or Year checkbox is selected.

2. To change the GL accounts that are displayed on the report, select the GL account values in the segment filter for GL accounts, and click Go.
3. To change the custom segments that are displayed on the report, select the custom segment values in the segment filter for custom segments, and click Go.

   Examples of a custom segments include the product line, cost center, and department.

4. To change the column headings, select a value in the Column segment field, and click Go.

   If you select Period in the Column segment field, then you can select the Period, Quarter, and Year checkboxes to include columns for these time intervals in the report.

5. To change the rows of the report, select values in the Row segment(s) field, and click Go.
6. To show only the report rows that don't have zeros or null values in every column of the rows, select the Hide 0 Bal checkbox, and click Go.
4. To close the filter panel, click the back arrow icon in the top right corner of the panel.

1. Access the financial report.

   To learn more, see View a Financial Report.

2. To expand a report line and show the lines included in it, click the arrow icon at the beginning of the report line title.

   An expanded report line shows the amounts included in it, the amounts included in the report lines underneath it, and a total line for the amounts included in all of these report lines.

3. Click the arrow icon again to collapse the report line and hide the lines included in it.
4. To expand all report lines and show all collapsed lines of the report, click the Expand All icon (represented by two opposing arrows) in the left column heading.

   After expansion, the Expand All icon becomes the Collapse All icon (represented by two facing arrows).

5. Click the Collapse All icon to collapse the expanded report lines and hide those lines.

1. Access the financial report.

   To learn more, see View a Financial Report.

2. If necessary, expand the lines of the report.

   To learn more, see Expand Lines for a Financial Report.

3. Click the report line amount.

   You can view more details about only amounts that are links.

   The drilldown report is displayed under a new tab. This report shows details for the linked amount, such as posting dates, source documents, source lines, accounting entry numbers, accounting entry lines , GL accounts, periods, and amounts for debits and credits. You can click the links for some fields in the report to view more supporting details.

4. To change the data that is displayed on the drilldown report, complete any of the following steps:
   1. To show or hide columns in the report, select or clear the checkboxes for the column fields in the drop-down menu that you access in the column headings.
   2. To change the data that is displayed in columns, click the filter icons in the column headings, enter the appropriate information in the dialog box that is displayed, and click Filter.
   3. To move a column, click the column heading, and then drag the column to the new location on the page.

      The next time that you access the drilldown report, you see the columns in the locations that you designate.

5. To view more details about the fields in the header and lines of the drilldown report, click the field values if the values are displayed as links.

   Details about the value that you click are displayed on the appropriate page under a new tab.

1. Access the financial report.

   To learn more, see View a Financial Report.

2. To export the report into a comma-separated value file, click Export and select CSV.

   For all financial statements except for the trial balance statements, the CSV file includes all of the lines in the financial report, regardless of whether the lines are displayed on the screen.

   For the trial balance statements, the CSV file includes only the financial report lines that are displayed on the screen.

3. To export the report into a Portable Document Format file, click Export, select the paper size and orientation, and select PDF.

   The PDF file includes only the financial report lines that are displayed on the screen.

1. View the details for a report line amount.

   To learn more, see View Details for a Report Line Amount.

2. To export the data for the drilldown report to a CSV file, click Export and select CSV.

   The CSV file is displayed. Debit and credit amounts are displayed in the CSV file even when you hide these amounts in the drilldown report.