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Report Generator

The Financial Report Generator is designed to accommodate the needs of every financial officer where detailed customized financial reports are required. Financial information derived for these reports are pulled directly from the general ledger.

The Financial Report Generator allows direct connection with the budgets you configured on the start of your fiscal period. The budget figures can be used to compare with the actual general ledger amounts and shown on the financial reports as well.
Key Features
Advanced financial reporting based directly on data from the general ledger  
    Create and manage unlimited complex financial reports based on rows and columns    
    Integrated with budgets    
    Set report permissions using the integrated security    
    Assign a default printer to each report    
    Set the default quantity to print    
    Suppress Zeros from displaying on printed reports    
    Include Audit Adjustments on printed reports    
    Groups financial reports and print as a batch    
    Configure every row and column of each report    
    Unlimited Row Designer Templates    
 
  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
   
    Row Designer - Related Row Calculations    
    Row Designer - Balance Side (Debit/Credit)    
    Row Designer - Filter Accounts using advanced criteria    
    Row Designer - Link to G/L    
    Row Designer – Add unlimited rows    
    Row Designer – Automatically generate rows    
    Row Designer – Synchronize    
    Row Designer – Import/Export    
    Row Designer – Duplicate    
    Row Designer – Set Font Style, Color and Row Height for any row    
    Unlimited Column Designer Templates    
    Column Designer – Column Header    
    Column Designer – Header Caption    
 
  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
   
 
  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
   
    Column Designer – Start and End Date    
    Column Designer – Column Width    
    Column Designer – Column Alignment    
    Column Designer – Format Masking    
    Column Designer – Duplicate    
    Column Designer – Synchronize    
    Column Designer – Import/Export    
    Report Builder – Show red line on preview    
    Report Builder – Show report settings    
    Report Builder – Show default header    
    Report Builder – Set Margins    
    Report Builder – Page Orientation    
    Report Builder – Custom Page Header and Footers    
    Report Builder – Custom Report Header and Footers    
    Report Builder – Account Monitor    
    Report Builder – Generate Reports    
    Report Groups    
    Report Groups – Distribution List (Employees, Customers and Other)    
    Report Groups – Show individual report header and footers    
    Email Financial Report Groups