Financial report template overview

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The details and structure of financial reports can differ in different companies. Financial report templates help create financial reports according to a company's specific needs.

A financial report template specifies which indicators to include in the report and how to show them. For example, the Balance sheet report can include balances of accounts shown in groups by account type such as Assets, Liabilities, and Equity.

Financial report templates are available if Use default type of accounting or Use template based types of accounting is selected in Settings > Company.

1C:Drive stores all financial report templates in the Financial report templates list. To open it:

1. Do one of the following:
   • Go to Financial accounting. This applies if the default type of accounting is used (Use default type of accounting is selected in Settings > Company).
   • Go to Accounting. This applies if template-based types of accounting are used (Use template based types of accounting is selected in Settings > Company).
2. Under Financial reporting, click Report templates.

In the Financial report templates list, you can:

• View financial report templates
• Create financial report templates
• Edit financial report templates
• Create groups of financial report templates
• Preview reports based on financial report templates

For the detailed description of financial report template fields, see Financial report template fields.

To be able to apply a financial report template for generating reports, include this template in a financial report set and change the report set status to Active. You can do this in the Financial reports workplace. To open it:

1. Do one of the following:
   • If the default type of accounting is used, go to Financial accounting.
   • If template-based types of accounting are used, go to Accounting.
2. Under Financial reporting, click Report sets.

To learn more about financial report sets, see Financial report sets.

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