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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 G/L |
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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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