Reports - Reference - Account Tree View


This report provides a view of the "Financial" or "Cost Pool" account hierarchies.  These hierarchies are defined via the Admin >> Setup >> Accounts >> Edit >> Profile tab (where the parent account associations are established).


This report is available to users having the Administrator or several of the Financial roles including GL/AP/AR Admin/User/Poster/Viewer and GL Budget Manager roles.


This report is available with all Unanet editions.


Topics covered on this help page include:


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Selection Criteria

Field Descriptions (click on a link below for additional information)


Example Report Output

Clicking on the Account Tree View item will present the user with a collapsed version of the Account list in a hierarchical representation, showing only the top level / parent organizations.  

Using the various expand ()and collapse () controls you can view the entire tree.

The tree view may resemble the following:


Related Topics