Preview report reads the selected saved definition for the From and Through dates you choose. It lets you inspect the current posted-ledger result before saving a reviewed run. Confirm the definition version as well as the period.
- Open the saved report and select the intended Definition version.
- Enter From and Through dates inside the company's supported books.
- Choose Preview report and wait for posted evidence to load.
- Inspect the included rows and totals before saving a reviewed run.
No matching posted lines can be a valid result for a narrow definition, but it does not establish that the whole company had no activity. Check the filters, dates and source coverage before accepting an empty preview.
A preview becomes stale if dates or book settings change. Prepare it again before saving. Do not treat a previously reviewed preview as approval of a different period or changed accounting policy simply because the report's name has remained the same.
Was this article helpful?
Tell us whether this answered the question you came with.