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Reports
Reports
By Shem and 2 others
3 authors
105 articles
Report Builder
Select a Report Template
Preview and Export a Report
Set Report Criteria
Date Selection (Report periods)
Shrink Report Rows
Sorting Business Units by Performance
Report on Different Year End Periods
Troubleshooting - Balance Sheet out of Balance
Account Transactions
Report FAQs
24 articles
Template Selection
5 articles
Report Bundles
Create a Bundle
Run a Bundle
Edit a Bundle
Edit Items in a Bundle
Group and Organise Report Bundles
Save a Report to a Bundle
Add a Dashboard to a Bundle
Add a Document to a Bundle
Add a PDF to a Bundle
Bundle Optimised for Export to Excel
NZ Charity Reporting
Excel Macro to name Sheet Tabs
Bundle FAQs
6 articles
Business Unit Reports
Business Unit Configuration
Report on Business Units
Business Unit Trees
Troubleshooting - Business Unit Combination Reports
Business Unit Tree: Export & Import
Business Unit FAQs
7 articles
Account Trees
Account Tree: Create Structure
Account Tree: Mapping Accounts
Account Tree: Edit Structure
Account Tree: Export & Import
Hide Non-Cash Accounts
Balance Sheet as Assets = Liability + Equity
Account Trees FAQ
8 articles
Consolidate Multiple Organisations
Consolidate Multiple Organisations
Organisation Groups
Elimination Entries for Consolidations
Currencies & Exchange Rates
Supported Currencies
Currency Translation Difference
Troubleshooting - Consolidate Multiple Organisation Reports
Comparison Reports - Date Range Options
KPIs & Metrics
KPI Builder
KPI & Metric Reporting
Account Groups
Troubleshooting - KPI incorrectly displays as a Negative result
Metrics
Calculate a 12-month Rolling Average
KPI FAQs
6 articles
Published Reports
Publish your Reports
View Published Reports
Manage Folders
