1. The starting point for this exercise is the General Ledger Summary report. In Exercise 1 you made this report a Favorite. Open the Favorites menu in the upper right corner of the window and select General Ledger Summary.
2. Select your Org Level3 from the prompts and click Apply. If you haven’t exited Cal Answers since you completed Exercise 1, your Org Level3 should still be selected.
3. Compare the columns presented in the Default and Expanded views of the report.
4. Imagine that you decide that the Default view has most of what you want, but you would also like to show the Fund Group. Move the mouse to the Account Category column heading and right-click. Select Include Column \ Fund Group from the quick menu.
5. It makes more sense to have Fund Group to the left of Account Category, so move your mouse to the Fund Group column heading and right-click. Select Move Column \ Left from the quick menu.
6. You decide that it would be more useful to look at Fund Groups one at a time. Right-click on Fund Group and select Move \ Move to Prompts from the quick menu.
7. Select Unrestricted Funds from the Fund Group drop-down list.
8. Instead of filtering by Fund Group, you decide to include all fund groups in the report, but divide them into sections. Right-click on the Fund Group heading and select Move Column \ To Sections.
Return to the course: Work Efficiently