Management Reports Designer - Overview

Use Management Reports Designer to create and maintain user-defined financial reports.  Financial reports and inquiries can be set up in ways that best suit your organization’s needs.  Income Statements, Balance Sheets and Budget Reports are examples of these flexible reports.  To build the management reports you will maintain general report information, line design and column design information.  The Management Reports provide flexibility to set up unique column and line designs, 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 reports as well as print the reports.

Notes:  

• 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

• 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.

Directions:

To see directions for...

• Opening Management Reports Designer, click More.

   

  To open the Management Reports Designer:

  1. Click Reporting from the Menu Bar.

  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.

  

   

• Previewing a Management Report Design, click More.

• Creating a new Management Report Design, click More.

• Editing an existing Management Report Design, click More.

   

  CAUTION:  To avoid losing data, you must save new or changed records.

  1. To display the report to be changed, click the report name in the drop-down list.
     
     Tip:  To build a new management report, click New and then follow the directions for creating a new report.

  2. Click to select Line, Column or Report Specifications to open the appropriate area of the Management Reports Designer.

  3. To position the pointer to the information that you want to change, press [TAB] or click the field using the mouse.

  4. Enter the data changes.

  5. To complete the edit process, click Save .
     
     Important: It's important to save as you go along to ensure that all changes are saved.

   

• Deleting an existing Management Report Design, click More.

• Report Sample(s), click More.

   

  Note:  Because the management report layouts vary according to the designs tailored for your facility, samples are not included.

   

• Understanding the field values for the following areas, click the section name in the table below: