Save as Month-End Report

Save as Month-End Report must be done in TAM Classic Reports. To access TAM Classic Reports, click Options > Open Classic Reports.

1. To access the Save as Month-End Report window, do one of the following:
   • Run the report, selecting Save as Month-End Report as the Output Destination.
   • Run the report, selecting Data Preview as the Output Destination. On the Data Preview screen, click Options, Save as Month-End Report.
2. Enter the Report Title.
3. Select Month-End - Management or Month-End - Accounting from the Report Type dropdown menu.
4. Click the printer icon to select the Default Output Destination.
5. The Security Equivalence defaults from the original report and cannot be changed. Users who do not have access to the original report will not be able to run this report from the TAM Reports area. They will, however, be able to run the report as part of the Month-End procedure.
6. Type Notes/Comments for the report in the field provided to further identify the report.
7. Click OK. The report is saved under the assigned title and a confirmation window displays. Click OK again.
8. To review this report, click the Month-End button on the TAM Reports screen and select the appropriate Report Type. The newly added Month-End report displays in the Report Choices list.