---
title: "Report 264 - Financial Postings"
canonical: "https://technology.bytangram.com/space/TGKB/1862893570/Report%20264%20-%20Financial%20Postings"
format: markdown
---
> ℹ️ To use this report, start by setting up its structure and grouping in the Settings module. You can find step-by-step instructions [here](https://technology.bytangram.com/space/TGKB/2515894273/Folders,+Reports+&+Documents+%3E+Financial+Postings+Report+Setup+(264)).

This report offers the ability to split self-defined groups of finance accounts across any dimension you require, enabling you to break down gross profit by activity, jobs, revenue streams, etc.

With the flexibility to group data on up to 3 dimensions within a single view, Report 264 allows you to tailor your analyses precisely to your company's needs. You can add up to 12 columns of account group data.

> 📝 **Note: **that this report is specific to your company and operates solely in the company's basic currency, ensuring accurate and reliable financial insights.

> ⚠️ There is a known issue in **version 13.8** where deactivated clients are excluded from the 264 report. In previous versions, the client appeared with brackets around the name, ensuring the report aligned with the Chart of Accounts.
> ⚠️ 
> ⚠️ This defect in WorkBook is now tracked under defect number **2497258** and has been added to the backlog for a future release.

| **ON THIS PAGE YOU WILL FIND:** |
| --- |
| > Macro (toc) |

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## NAVIGATION

- Go to the **finance & administration** module > **general ledger** sub menu > **chart of accounts**
- From the **reports **icon > select **financial bookings report (264)**

![image-20250814-045514.png](media://84c1a033-beba-43ce-b2ab-4222335e7780)


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## SET REPORT CRITERIA

- **Report setup** - you can create multiple configurations of your report as required. If you have set up more than one, select the configuration here.
- Select your **from **and **to dates** - define the reporting period using the date range selectors
- **Overall grouping **- select from all of the dimensions in your system and it will group the financial data together based on the selection.
- **Show details, sum on **- select from all of the dimensions in your system and it will show the detail based on the selection.
- **Additional details **- select from all of the dimensions in your system and it will show further details based on the selection.
- **Round off to whole thousand **-** **displays whole numbers when enabled

![image-20250814-050552.png](media://853b1abd-dab3-4d93-92d9-5a0e0a23a16d)


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## PRINTING YOUR REPORT

- Go to the icons in the top right and select either:
  - View as a PDF
  - Export as an email
  - Export as a PDF, Excel, CSV file

![image-20250814-050624.png](media://888adc10-7b0c-4c8f-8e22-7546cfca0f5d)

**The result:**

![image-20250818-045156.png](media://516c4cb9-5a8e-4d68-aca6-66c17aa41bee)

| **NUMBER** | **DESCRIPTION** |
| --- | --- |
| **1** | This area will show the dimensions specified in the report criteria. The dark grey box is the overall grouping line, the lines underneath are the show details, sum on and additional detail selections |
| **2** | These fields will populate with the accounts specified in your report setup |

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> Macro (contentbylabel)