Management reporting is a category in the Finance reports where you can build your own report formats by fiscal year, year-to-date, by customer and by dimension. These reports can be customised to show specific information about your business.
Examples of reports you can run here are:
310 - Fiscal report, 12 Months
313 - Period and Year to Date
314 - Statement of Accounts by Dimensions, 12 months
329 - Period and Year to Date by Customer
465 - Fiscal report, Year to Date Actuals
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If there are specific report formats or account groupings that you need to review, that aren’t covered by a regular Profit and Loss report, this is where you can use the finance account groups & custom reporting formats to configure your own management reports.
Reports you can customise are:
310 - Fiscal report, 12 Months
313 - Period and Year to Date
314 - Statement of Accounts by Dimensions, 12 months
329 - Period and Year to Date by Customer
465 - Fiscal report, Year to Date Actuals
There are two steps to creating a new management report:
Create your Finance Account Groups to define the way you want to sum and show the various totals.
Create the format of your report in Finance reports configuration to define the report, which account groups to show in which order, and the basic formatting (font, etc).
The custom report formats can be used in the following report types:
Fiscal report, 12 months (310):
This report shows you your actuals and fills in the rest of the 12 months with a budget you’ve created.
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Creates this:
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ACCESSING YOUR REPORT
Go to Finance and Administration
Chart of Accounts
Select your report. This configuration is available in the following report types:
Fiscal report, 12 months (310)
Fiscal report, year-to-date actuals (465)
Period and year-to-date (313)
Period and year-to-date by customer (329)
Statement of accounts by dimension, 12 months (314)
Select the report you created in the report group
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Now that you have setup your reports you can access these from:
The finance and administration module > general ledger sub menu, chart of accounts
Go to GL > Financial & Management Reporting for more information on how to run the report
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