Chart of Accounts Master Report Page

This report lists the Chart of Accounts entered into your system. You can run this report for one or more specific accounts, or for every account within your system.

The Chart of Accounts Master Report page includes several sort options so you customize Chart of Accounts reports to meet your agency-specific needs.

How to access this page

To access the Chart of Accounts Master Reports page:

1. From the Sagitta Home Page, click Accounting > Financial Management > Financial Reporting.

2. Select Chart of Accounts Master.

Selection Options

Regions – Select the region(s) for which you are processing the report. The field includes a Search feature for selecting valid region(s).

Division Number (Leave Blank for All) - Enter or select the division numbers that you want to include in the Chart of Accounts Master report. You can expand the Division Number list. Click Lookup to select from a list of all divisions.

The Division Code must exist in Division Master Maintenance. Leave both the Regions and the Divisions fields blank to get all regions and divisions.

Departments (Leave Blank for All) - Enter or select the departments that you want to include in the Chart of Accounts Master report.  You can expand the Departments list. Click Lookup to select from a list of all departments.

Major Account Numbers (Leave Blank for All) - Enter or select the major account number codes that you want to include in the Chart of Accounts Master report. You can expand the Major Account Numbers list.

Report Codes (Leave Blank for All) - Enter or select the report codes that you want to include in the Chart of Accounts Master report. You can expand the Report Codes list. Click Lookup to select from a list of all report codes.

Ledger Type Codes (Leave Blank for All) - Enter or select the ledger type codes that you want to include in the Chart of Accounts Master report. You can expand the Ledger Type Codes list. Click Lookup to select from a list of all ledger type codes.

Comments Field

Use this optional field to type a description or other information that you want to include to clarify the report purpose and parameters. The comments entered appear on the user's Home Page if a report is sent to the user via the Overnight Report Process or from a report distribution list. The Comments entered appear when you mouse over the report on the Home Page.

Menu Options Bar

Click	To
Save or ALT + S	store your current selections so that they pre-fill the next time you access this Report Selection page. (You must be logged in with the same User ID.)
Quit or ALT + Q	clear any changes you have made since your last Save.
Default	save your current selections as a Default Record for this report. Also see Setting Up Default Selection Criteria.

Print Options Bar

The selections available on the Print Options bar vary by report. See the Print Options Bar topic if you need additional assistance in choosing the appropriate option.