Save reports in worklists, display the report selection filtered according to different criteria AND have a centralised output option for any number of reports simultaneously - Scopevisio's reporting system offers you all of this.
The reporting system is part of the "Financial Report Generator" licence.
Structure of the reporting system
A report in terms of this function consists of
a column scheme (1)
This defines the period reference with which values are displayed in the respective columns (e.g.: accumulated actual values of the current year or actual values of the current month in the previous year).
In addition, columns can be used to display deviations (absolute or percentage) between other columns.One or more breakdowns (2)
The breakdown forms the line structure (e.g.: lines of the profit and loss account in accordance with Section 275 HGB)
The origin of the data is defined in the lines (e.g.: line 300: account 4100 - 4190).
Other lines form headings or totals. By selecting several breakdowns with the same column scheme, analyses for several departments, for example, can be created with one call.An optional plan / budget (3)
Actual values or target values can be used in the column scheme. The target values are taken from an assigned financial plan (budget).
A report also includes other properties such as
Name and description
The period to be displayed
Account selection, in particular suppression of accounts with zero values
If necessary, customise the amount display and language.
Options for the output of account names
Options for the format display of the amounts and the percentage display
Language selection
Display of line numbers
Authorisation of the report (restriction beyond the rights according to the profile)
Consolidation of data from several companies
Selection of valuation areas (beta feature)
Create reports
Open the "Reporting" form via Finance > Reports: Reporting. Click on the "Add" button.
Enter a descriptive name for your report, under which it will be available for selection in the upstream overview form.
Select outlines, column scheme and the other attributes and save. Go back to the "Reporting" form. The report you have just created is displayed in the overview and can be called up by clicking on it. You can change the attributes at any time.
If you have stored a large number of reports, you can filter them by structure, column schemes or financial planning and save them as a worklist (1).
The output can be done directly via the multi-button "PDF (portrait/landscape format)" and can also be applied to several selected reports at the same time.