Overview:

To run the Nominal Activity Report by Range in Zumzum Financials, you need the Zumzum Financials Administrator permission set. Begin by selecting the Nominal Activity Report by Range option. Set the desired reporting period by choosing the appropriate months in the “Date From” and “Date To” fields. Next, specify the starting and ending nominal codes to define the range of accounts included in the report. You can then either run the report to view it in Salesforce or export it to Excel for further analysis.

Nominal Activity Report by Range

To run this report, you will require the Zumzum Financials Administrator permission set.

To run this report, follow these steps:

1. Select Nominal Activity Report by Range.
2. In the Date From field, from the drop-down menu, select the month you want the report to start from. Any records before this month will not be included in the report.
3. In the Date To field, from the drop-down menu, select the month you want the report to start from. Any records after this month will not be included in the report.
4. Select the Starting Code,
5. Select the Ending Code,
6. You can run/save the report one of two ways:
   1. Select Calculate, to run the report and display in Salesforce.
   2. Select Export to Excel, to download the report as and spreadsheet.

Learn more about running financial reports in Zumzum Financials.