Consolidate Organizations History List

Access this report using Reports>Data Consolidation>Consolidate Organizations History.

Use this report to print the history of merged organizations. It is only available when a consolidated organization is opened. This data was created during the merge process using Activities>Data Consolidation>Consolidate Organizations.

If an organization is removed from the consolidated organization (Activities>Data Consolidation>Remove Organization), the history is removed as well.

 

Use this tab to assign a report name and determine whether or not to include it on the actual report. The report name can be printed in the header or the footer of the report.

Use this tab to determine what data to include in the report and to define the report layout.

• By selecting Available Items, the data is divided onto separate pages. The report starts a new page for each item, and the item is printed in the page header of the report.
• By selecting Available Columns, the data that appears in the body of the report is determined.

Column	Description
Account Code	The original organization account codes that have been merged into the consolidated organization.
Account Title	The account code titles for the original organization.
Account Short Title	Usually the first 15 characters of the Account Title. It defaults to the Account Code name.
Organization Database	The original organization's database name. It was assigned when the organization was created by the Administrator using the File>New Organization wizard.
Server	The server associated with the original organization.
Opening Balances	This date is the beginning of the fiscal year. It is the starting point for the balance data.
From	The beginning of the date range entered on the Consolidate Organizations form. It, along with the Through date, determines the data included in the report.
Through	The end of the date range entered on the Consolidate Organizations form. It, along with the From date, determines the data included in the report.
Merge Date	The date the original organization's data was merged.

Use this tab to narrow down and more explicitly define the data to include in the report by selecting from the Available Filters.

Use this tab to change the font and page setup for a report.

Use this tab to secure the active report so that other users cannot save their changes to it. The user that selects the check box, and then saves the report, is the only user that can change or save it later. This check box cannot be cleared by any user other than the user that locked the report.