Reports
16 articles
G/L account reconciliationG/L account reconciliation in Scopevisio: see the Clearing G/L accounts article for marking transit accounts as clearable and reconciling open items.
Accounting - reports and foldersAccounting reports and folders in Scopevisio: access periodically generated reports, manage report planning and download or mark reports as reviewed.
Accounting - DashboardAccounting dashboard in Scopevisio: view financial KPIs and charts from Finance and Accounting modules, or add relevant widgets to the personal start page.
Finances (labour and financial reports)Predefined financial reports in Scopevisio: access balance sheet, BWA, due dates, turnover per customer, liquidity, equity and other key financial analyses.
Management reportsManagement reports in Scopevisio: monitor liquidity, sales and costs at a glance and drill down from any overview to individual posting records.
ReportingScopevisio reporting system: create reports with column schemes and outlines, save as worklists and generate multiple reports centrally; requires Financial Report Generator licence.
BI ReportsLink external BI reports from Power BI or other tools into Scopevisio for single-click access under Finance > Reports > BI Reports; requires the BI reports right.
Text reportsCreate custom text reports in Scopevisio using placeholders in reporting folders; requires the Financial report generator licence and appropriate rights profile.
Report folderReport folder in Scopevisio: automatically generated reports at scheduled intervals – retrieve, mark as reviewed or remove planned reports in one place.
Breakdowns (reporting)Report outlines in Scopevisio: define the line structure of sub-reports as balance sheet, P&L, cost centre, cost unit or other report types under Finance > Reporting.
Column scheme (reporting)Column schemes in Scopevisio reporting: define the column structure and period references for reports and sub-reports under Finance > Reports > Reporting.
Reporting foldersReporting folders in Scopevisio: compile reports centrally, organise them in folders and schedule automatic generation at freely definable intervals.
Data sources ReportsUse Scopevisio as an Excel data source: create reports, pivot tables and controlling analyses with live data that can be refreshed at the touch of a button.
Accounting - BooksAccounting books in Scopevisio: view ledger and journal with posting details, correct or cancel postings and save posting entries as reusable templates.
Report filterReport filters in Scopevisio: create and save named AND/OR filter conditions for financial and work reports to narrow displayed data for future use.
Accounting - Financial accountingFinancial accounting reports in Scopevisio: access the BWA business analysis, compare up to five periods side by side and export the report in various formats.