Page History

...

Steps to Create a Financial Report

...

1. Row Design – Rows are consistent regardless of date variation.

...

1. Column Design – Columns/date variation change per report.

...

1. Report/Page Header & Footer - May vary or consistent

...

1. Financial Report Builder – Combines Row, Column, and Page/Report Header and Footer.
   
   

•Verify

• Verify Accounts

•This

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

Row Design Options•Generate

• Generate Row

•This

• This will generate rows based on the criteria entered. 

•The

• The example below will create a row for each full account as calculation type.
  
  

Row Design Options•Save

• Save

•Duplicate

• Duplicate

•Delete

• Delete

•Undo

• Undo

•Fonts

• Fonts

Column Designer

•Financial

• Financial Reports > Maintenance > Column Designer

•The

• 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

...