How to Generate a General Ledger Report

This guide shows how to quickly produce and export a tailored General Ledger report by selecting the report, choosing entity/entities, date range, and cash or accrual basis, then generating it. It highlights options to include all transactions, adjust PDF page settings, and export to Excel or PDF. Follow it to ensure accurate, formatted ledger outputs suited to your reporting needs.

8 steps

How to a Generate Ledger Report

From the navigation menu, select **Reports.**

Select the **Select a Report** dropdown menu > Under the **Property** header, select **General Ledger**.\ \ **NOTE:** Your dropdown options may have different Reports based on your access or any custom reports the RAAMP team builds for you.

Select the **Entity** field > Select the preferred **entity/entities**.

Toggle between **Accrual** and **Cash** based on your requirements.

Enter the **Start Date** and **End Date** > Select the **Show All Transactions** checkbox, if required/needed.

Select the **PDF Page Settings** tab to set page layout preferences.

After all **settings** are confirmed, select **Generate Report**.

General Ledger Report Example Select **Report Settings** to revise the report settings. Select the **Excel** or **PDF** icon to export the report.