GL Module
The Reporting Tools palette is used to create customized reports. The diagram below lists the features of the each of the reporting tools on the palette. If you want to create a customized report, select the reporting tool with the features that meet your needs.
| Standardized Reports |
Sorting/ Grouping |
Filtering |
Totals |
Columns |
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| Detail |
Multi-Year |
Section Type |
Print/ Export to Excel |
Crosstab |
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Description of Columns |
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Standardized Columns |
The Reporting Manager comes with four pre-programmed standard GL reports: trial balance, revenue versus expense, revenue analysis, expense versus budget. You can also use standardized reports to select which columns will be included on a Query Manager report. |
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Sorting/Grouping |
Users can customize the grouping and sorting of the information on the report |
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Filtering |
Users can use filters to select the transactions that are included in the report (for example, GL account number, fiscal year, fiscal period, etc.) |
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Totals |
Users can customize which groupings will be totaled together on the report |
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Columns |
Users can select which columns display on the report |
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Detail |
Users can generate reports that display journal entry level detail |
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Multi-Year |
Users can generate multi-year reports, comparing the transactions in multiple fiscal years |
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Section Type |
Users can generate reports by section type |
| Print to Excel | User can generate the report as a Microsoft Excel spreadsheet |
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Crosstab |
Users can generate crosstab reports (also known as pivot tables or matrix reports) |