Page History
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Steps to Create a Financial Report
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- Row Design – Rows are consistent regardless of date variation.
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- Column Design – Columns/date variation change per report.
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- Report/Page Header & Footer - May vary or consistent
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- Financial Report Builder – Combines Row, Column, and Page/Report Header and Footer.
Row Design
•Financial
- Financial Reports > Maintenance > Row Designer
- The Row Design screen is where you will configure rows for you financial reports.
Row Design Example
Row Design Options
•Verify
- Verify Accounts
- This will show all missing or duplicate accounts by either primary or full account.
Row Design Options•Generate
- 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
- Save
- Duplicate
- Delete
- Undo
- Fonts
Column Designer
•Financial- Financial Reports > Maintenance > Column Designer
- The Column Designer screen is where you will configure the date ranges or column calculation of the financial report.
Column Designer Example
Column Design Options
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- Filter Type - Different Date Ranges
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- Column Calculations
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- Budget Column
- http://help.irelyserver.com/display/DOC/Budget+CSV+format
- http://help.irelyserver.com/display/DOC/How+To+Import+Budget+from+CSV
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- Hidden Columns
Column Designer Options
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- 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.
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Overview
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