[Amber Schmoll]

Hello,

Is there an option in Great Plains when running the Financial Trial Balance report to have the report default to the Open Year instead of always having to select Open? Thank you

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Amber Schmoll
Senior Accountant
Milk Source LLC
Kaukauna WI
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[Steve Burney]

Hello Amber,
I saw your question and it raised a couple of questions from me.
Which version of GP are you using?
What is the Year selection on when you start a new report?
If it is an existing trial balance then you can make the change and then you can select Save which should keep that setting.

I look forward to more information to help you out on this one.
Steve Burney

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Steve Burney
Senior Financial Systems Administrator
Correct Care Solutions
Nashville, TN United States
sburney@correctcaresolutions.com
615-312-7272
Twitter @SteveBurney
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[Amber Schmoll]

We are on GP 2015. I’m currently using the Financial Summary Trial Balance and selecting the Default report and modifying it. Every time I select this report it always shows History instead of Open. Our history goes all the way back to 2010. I know I can create a new report and save it but I was just wondering if there was a different way to do this. Thank you! 

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Amber Schmoll
Senior Accountant
Milk Source LLC
Kaukauna WI
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[Tiffany Ziegler]

Amber – 

On the Trial Balance Report Options window you can select Current instead of Open and save. Then it will always run the report for the most current year.

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Tiffany Ziegler
Vice President & Controller
Velcor Leasing Corporation
Madison WI
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