Chart Maintenance Report (FW39)
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Overview of FW39
The Chart Maintenance Report allows you to review changes made to areas of the General Ledger, including GL accounts, headers and totals, account segments and budgets.
To access the report:
- From the DDI Connect main menu, double-click FundWriter
- Double-click FundWriter Reports
- Double-click 39 Chart Maintenance Report. You will see this screen:
From this screen, you have the following selections:
| Option | Description |
|---|---|
| Type of Changes | You have the option of selecting any combination of Additions, Changes or Deletions |
| Record types | You have the option of selecting any combination of GL Accounts, headers and totals, Account segments and budgets |
| Date range | Enter a date range to limit the timeframe within which the changes you are reporting on took place |
| User ID | If you wish, you can limit the report results to only those changes made by a particular user in your organization. You can type the user ID in the field or click the list icon to the right of the field to select from a list of active users in your organization |
| G/L account | If you wish, you can limit the report to just those changes made to a particular G/L account. You can opt to type the G/L account into this field or click the list icon to the right of the field to select from a list of active G/L accounts |
| Show each changed field in the report | If selected, the system will display each changed field that meets the parameters selected above |
Print Options
After clicking the Print Options button you will see the following options. Choose the desired options and click OK to return to the report parameters screen.
| Option | Description |
|---|---|
| Printer | Click the drop down arrow to select from a list of available printers. DDI Connect uses your default printer unless told otherwise |
| Format | Click the drop down arrow to select from a list of available formats. Select paper size, number of columns, and number of rows for printing. Each report has built-in format defaults. Select “Use Defaults” to use the built-in report defaults. The number of rows and columns controls the print size and amount of information per page |
| Memo | If you wish, you can add a memo to the output of the report. NOTE: It is recommended that Word documents be saved with the .docx extension |
| View Report | This option generates a pdf file that is displayed on the screen when the report is generated |
| Archive Report | If this option is selected, the system will archive the report in the DDI Connect report archives. For information on working with archived reports, please reference this page: Archived Report Viewer |
| Print Report | If selected, the system will generate the report output to your default printer. NOTE: You will also receive a pdf version of the report, displayed on your screen |
| Print via PDF | Prints directly to your printer. |
| This option allows you to send a .pdf attachment of the report to the indicated users' email addresses. When OK is clicked, a dialog box will open requesting a recipient | |
| Duplex/Top | Prints the report on both sides of the paper in landscape style. The printer must be capable of printing on both sides or an error will occur |
| Duplex/Side | Prints the report on both sides of the paper in portrait style. The printer must be capable of printing on both sides or an error will occur |
| Green bar | Adds shaded, horizontal bars to the report, making it easier to read across columns |
| No dialog | Selecting this option means that no ‘Report Completed’ dialog will display after the report has been generated |
| Extra copies | If you want extra copies of the report generated, type the number in this field |
Click Start. The system will generate the report based on the parameters you selected, and display the results. Click below to view a sample of this report.
