Page 72 - Unanet AE: Administering the System

8. Use the information in the table to create columns:
Cash/Accrual Calc. Type Period Type Header 1
Accrual Transactions Current Period Current

Accrual Transactions Current Fiscal Year Year-to-Date
9. Select the Lines tab.
10. Use the information in the table to create lines:
Line Order Line Label Command Type Indention Bold

1 INCOME Text Select
2 Itemize 10
3 TOTAL INCOME Summarize Select
10 DIRECT EXPENSES Text Select
11 Itemize 10
12 TOTAL DIRECT EXPENSES Summarize Select
13 INDIRECT EXPENSES Text Select

14 Itemize 10
15 TOTAL INDIRECT EXPENSES Summarize Select
16 TOTAL EXPENSES Summarize Select
20 NET INCOME Summarize Select
14. Select the Save button.

Part 3: Modify Filter Ranges
1. Select row 2.
2. Select the Modify Filter Ranges button. The Line Filter Criteria window opens.
3. Select the System Types tab.
4. Select the Financial Type check box.
5. Select the Income check box.
6. Select the Save button.
7. Select the Close button.
8. Repeat steps 1-7 for the following rows:
Line Order Line Label Financial Type Cost Types
3 Income
11 Expense Direct
12 TOTAL DIRECT EXPENSES Expense Direct
14 Expense Indirect

15 TOTAL INDIRECT EXPENSES Expense Indirect
16 TOTAL EXPENSES Expense

Lesson 7: Creating Reports ©2025 Unanet. All rights reserved. 72