You are here: Welcome > General Ledger > Chart Organizer > Test with Financial Reports

Test with Financial Reports

When you create a chart template, we recommend you test it using one of your existing income statement or balance sheet reports.

When you select Test with financial report, the financial report chooser opens with all your existing financial reports. You can search for reports in the list, or filter the list by balance sheet or income statement.

Once you select the report to use, you can select Edit to access the report parameters page.