Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Make a selection from the drop-down list. Valid options are:

• Organization: Select this option to generate the report by organization based on balances stored in the Financial Statement Summary table. Organization is the only valid option when you generate the report for statements of cash flows, and you should only generate the report for statements of cash flows for balance sheet-level organizations.
• Reference 1: Use this option only if you use Reference 1 in data entry. Costpoint generates the report using balances stored in the Reference Summary table for the reference numbers you select.
• Reference 2: Use this option only if you use Reference 2 in data entry. Costpoint generates the report using balances stored in the Reference Summary table for the reference numbers you select.
• Alternate Reporting: Use this option to generate the report for financial statements for alternate reporting structures. You define alternate reporting structures by using Reference 1 as an alternate structure. Accounts and organizations are linked to the reference numbers in the Org Account Reference Structure table. Costpoint uses that table to assign account balances to the correct components of the alternate structure.
• Reorganization: Use this option to generate the report by reorganization. Reorganization structures are stored in the Reorganization Organization Link table. Costpoint uses balances stored in the Financial Statement Summary table for the organizations that are linked to the selected reorganizations.

You can include a comparison column only if you select Organization or Reorganization.

Use this drop-down list to select the range of selection values to include. Valid options are:

• All: Select this option to include all selection values. The Start and End fields are disabled for this option. This is the default.
• One: Select this option to include only one selection value and then enter that value in the Start field. The End field is disabled for this option.
• Range: Select this option to include a contiguous range of selection values. Enter the beginning value for the range in the Start field and enter the ending value of the range in the End field.
• From Beginning: Select this option to include a range of selection values that begins with the first of all the available values and ends with the value that you enter in the End field. The Start field is disabled for this option.
• To End: Select this option to include a range of selection values that begins with the value that you enter in the Start field and ends with the last of all the available values. The End field is disabled for this option.

The values entered in these fields vary depending on the type of values you choose to select by and your selection in Option. Enter the starting and/or ending IDs for the range of selection values you want to include on the report. Depending on your selection in Option, one or both of these fields may be inactive.

Enter, or click to select, the financial statement code of the financial statement for which you want to generate the report (for example, INCSTM for the system default primary income statement). This is the code that you assigned when setting up financial statements.

Use this drop-down list to select the range of financial statement lines to include. Valid options are:

• All: Select this option to include all lines. The Start and End fields are disabled for this option. This is the default.
• One: Select this option to include only one line and then enter that line in the Start field. The End field is disabled for this option.
• Range: Select this option to include a contiguous range of lines. Enter the beginning line for the range in the Start field and enter the ending line of the range in the End field.
• From Beginning: Select this option to include a range of lines that begins with the first of all the available lines and ends with the line that you enter in the End field. The Start field is disabled for this option.
• To End: Select this option to include a range of lines that begins with the line that you enter in the Start field and ends with the last of all the available lines. The End field is disabled for this option.

Enter the starting and/or ending line descriptions for the range of line descriptions to be included on the report. Depending on your selection in Option, one or both of these fields may be inactive.

Enter, or click to select, the fiscal year for which you want to generate the report.

Use this drop-down list to select the range of accounting periods to include. Valid options are:

• All: Select this option to include all accounting periods. The Start and End fields are disabled for this option. This is the default.
• One: Select this option to include only one accounting period and then enter that accounting period in the Start field. The End field is disabled for this option.
• Range: Select this option to include a contiguous range of accounting periods. Enter the beginning accounting period for the range in the Start field and enter the ending accounting period of the range in the End field.
• From Beginning: Select this option to include a range of accounting periods that begins with the first of all the available accounting periods and ends with the accounting period that you enter in the End field. The Start field is disabled for this option.
• To End: Select this option to include a range of accounting periods that begins with the accounting period that you enter in the Start field and ends with the last of all the available accounting periods. The End field is disabled for this option.

If your selection in F/S Code is for a balance sheet, you must select One in Option.

Enter, or click to select, the starting and/or ending periods for the range of accounting periods within the selected year to be included on the report. Depending on your selection in Option, one or both of these fields may be inactive. When you enter the periods, Costpoint displays the ending dates for those periods.

Indicate the level at which you want to roll up the financial statement detail. The reports will be summarized at the level you select for the appropriate grouping.

Designate the level to which you want to roll up the financial statement detail. The report summarizes data at the level you specify. For example, if you select Organization in the (Select By) field, enter the organization level to which you want the report to roll up the detail.

Select this check box to include a comparison column on the report. If you select this check box, select the option for the type of comparison data you want: Prior Period, Prior Year, or Budget. These comparison columns are available only if you elect to generate the report by organization.

Select this check box to include inactive accounts on the report. Clear this check box to exclude inactive accounts.