Define a financial report extension

[!INCLUDE[prod_short](../../includes/prod_short.md)] enables you to define an extension for a financial report line. Extensions are useful if you want to filter the data of your general ledger accounts.

To define a financial report extension

  1. Choose the Lightbulb that opens the Tell Me feature. icon, enter Financial Report, then choose the related link.
  2. Select the financial report for which you want to define an extension.
  3. Select Edit Financial Report.
  4. In the Row No. field, select the number of the financial report row for which you want to define an extension.
  5. In the Totaling Type field, select Custom, and then select the table you want to use from the Extension Source Table field.

Based on your selections, the financial report information is filtered from the entry tables, and then new amounts are calculated for the specified financial report line.

Work with Financial Reports
Financial Reports Overview
Define a Financial Report Constant

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