Steps to Create a Financial Report

1. Row Design – Rows are consistent regardless of date variation.
2. Column Design – Columns/date variation change per report.
3. Report/Page Header & Footer - May vary or consistent
4. Financial Report Builder – Combines Row, Column, and Page/Report Header and Footer.
   
   

• Verify Accounts
• This will show all missing or duplicate accounts by either primary or full account.

Row Design Options

• Generate Row
• This will generate rows based on the criteria entered. 
• The example below will create a row for each full account as calculation type.
  
  

Row Design Options

• Save
• Duplicate
• Delete
• Undo
• Fonts

Column Designer

• Financial Reports > Maintenance > Column Designer
• The Column Designer screen is where you will configure the date ranges or column calculation of the financial report.
• http://help.irelyserver.com/display/DOC/Column+Designer

Column Designer Example

Column Design Options

• Filter Type - Different Date Ranges
• Column Calculations
• Budget Column
• http://help.irelyserver.com/display/DOC/Budget+CSV+format
• http://help.irelyserver.com/display/DOC/How+To+Import+Budget+from+CSV
• Hidden Columns
• Segment Filter
• •Allows to see Location/Profit Center financials by Column.

Page Header/Footer

• Report Header Footer allows to add additional information in regards to the report, such as Report title, segment filter, date, time, page, etc.
• http://help.irelyserver.com/display/DOC/Report+Header+and+Footer

• Fonts
• Left, Center, Right alignment
• Duplicate
• eport Builder
• Financial Reports > Maintenance > Financial Report Builder
• This will combine and Row Designer, Column Designer, Page/Report Header & Footer to create the financial Report.
• http://help.irelyserver.com/display/DOC/Report+Builder

• If Report Settings indicator is checked in Report Builder, the Report Settings screen will pop up with generating the report.