Management Reports Designer - Overview

Use the Management Reports Designer to create and maintain user-defined financial reports for your organization.  The financial reports and inquiries include Income Statements, Balance Sheets and Budget Reports.  To build the management reports you will enter general report information, line design and column design information.  You can set up unique column and line designs, and then apply them in selected combinations to create unique report and inquiry specifications.  In addition, there is a preview function that allows you to view and print the reports as well as save the report information as a Microsoft® Word, Excel or tab delimited file.

Management Reports Designer Overview

• Before you start building or editing a financial report it is best to map out how you want the report to look, the accounts to report and the totals to report.

• Creating Management Reports consists of 3 steps:

• Add the new report and maintain general report specifications about the report

• Add and edit the individual lines of the report

• Add and edit the individual columns of the report

• Because the management report layouts vary according to the designs tailored for your organization, samples are not included.

Directions:

To open the Management Reports Designer:

1. 1.  Click Reporting from the menu.

   2.  Click Management Reports Designer.

Management Reports Designer Window Example:

Tip:  To see detailed instructions for each section or field name in the examples below, the cursor becomes a hand when you position the cursor over the field or section.  Click once to display the associated topic.