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Advanced financial reporting
based directly on data from
the general ledger |
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Create and manage unlimited
complex financial reports
based on rows and columns |
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Integrated with budgets |
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Set report permissions using
the integrated security |
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Assign a default printer
to each report |
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Set the default quantity
to print |
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Suppress Zeros from displaying
on printed reports |
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Include Audit Adjustments
on printed reports |
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Groups financial reports
and print as a batch |
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Configure every row and
column of each report |
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Unlimited Row Designer Templates |
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Row Designer - Row Types
include the following:
- Calculation - Total
Calculation - Cash
Flow Activity - Left
Title - Center Title
- Right Title - Description
Title - Underscore
- Double Underscore
- Hidden - Line
- Page Break - None
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Row Designer - Related Row
Calculations |
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Row Designer - Balance Side
(Debit/Credit) |
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Row Designer - Filter Accounts
using advanced criteria |
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Row Designer - Link to GL |
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Row Designer - Add unlimited
rows |
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Row Designer - Automatically
generate rows |
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Row Designer - Synchronize |
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Row Designer - Import/Export |
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Row Designer - Duplicate |
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Row Designer - Set Font
Style, Color and Row Height
for any row |
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Unlimited Column Designer
Templates |
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Column Designer - Column
Header |
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Column Designer - Header
Caption |
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Column Designer - Column
Types include the following:
- Bar Graph - Budget
- Calculation - Column
Calculation - Row
Calculation - Row
Codes - Row Description
- Credit - Debit
- Segment Filter
- GL Trend - None
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Column Designer - Filter
Types include the following:
- As of Date - As
of Date Fiscal Year
- As of Date This Month
- As of Date Period
- As of Date Previous
Fiscal Year - As
of Date Previous Month
- As of Date Previous
Period - As of Date
Previous Quarter
- As of Date Previous
Year - As of Date
Next Fiscal Year
- As of Date Next Month
- As of Date Next Period
- As of Date Next Quarter
- As of Date Next Year
- Custom - Fiscal
Year - Fiscal Year
to Date - This Month
- Period - Previous
Fiscal Year - Previous
Month - Previous
Period - Previous
Quarter - Previous
Year - Next Fiscal
Year - Next Month
- Next Period - Next
Quarter - Next Year
- Month to Date -
Quarter to Date -
Year to Date - Last
Year Fiscal Year to
Date - Last Year
Month to Date - Last
Year Quarter to Date
- Last Year to Date
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Column Designer - Start
and End Date |
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Column Designer - Column
Width |
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Column Designer - Column
Alignment |
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Column Designer - Format
Masking |
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Column Designer - Duplicate |
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Column Designer - Synchronize |
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Column Designer - Import/Export |
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Report Builder - Show red
line on preview |
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Report Builder - Show report
settings |
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Report Builder - Show default
header |
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Report Builder - Set Margins |
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Report Builder - Page Orientation |
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Report Builder - Custom
Page Header and Footers |
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Report Builder - Custom
Report Header and Footers |
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Report Builder - Account
Monitor |
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Report Builder - Generate
Reports |
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Report Groups |
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Report Groups - Distribution
List (Employees, Customers
and Other) |
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Report Groups - Show individual
report header and footers |
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Email Financial Report Groups |
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