Define Custom Reports-Actual, Variance, Comments Tutorial
PDF Tutorials | Interactive Tutorial |
|
|
Prerequisite Steps: Make use of the reporting tags 1-10 in manage objects, orgunits and master chart of accounts. This helps with the display of desired accounts for reporting purposes.
Purpose: Creating (Define) custom reports allows you to create custom columns and rows designed by users to include user-specified data leveraging the tags for manage objects, orgunits, and the master chart of accounts.
Other Related Tutorials & Page Links:
* Step by Step Tutorial-Custom Reports
* Knowledge Base Page Link-Custom Reports
* Step By Step Tutorial-Custom Reports User Access Visibility
* Knowledge Base Page Link-Custom Reports User Access Visibility
Related Articles
Custom Reports Tutorial
PDF Tutorials Interactive Tutorial Cropped Screenshots Full Page Screenshots Purpose: To create custom reports which can include actuals, budgets, variances and comments for an organization. Other Related Tutorials & Page Links:* Step by ...
Custom Reports Article
Tutorial Link Purpose: To create custom reports which can include actuals, budgets, variances and comments for an organization. The report is structured to the user's needs. Reports with a customized Column Format as defined in Define Custom ...
Custom Budget Entry Article
Tutorial Link Custom Budget Entry is used for entering and viewing budgets. As discussed in the Define Custom Budgets Entry Forms, all of the columns can be user defined. Custom Budget Entry has two tabs: Dashboard and Account Details. Other Budget ...
Define Custom Budgets Entry Forms Article
Custom Budget Entry forms can be designed with user-only specified data columns. For example, prior year budgets and/or actuals. The process to setup these columns is discussed in the Column Formats article. These Forms are displayed using the ...
Custom Report User Access Visibility Tutorial
PDF Tutorials Interactive Tutorial Cropped Screenshots Full Page Screenshots Other Related Tutorials & Page Links: * Step by Step Tutorial-Custom Reports * Knowledge Base Page Link-Custom Reports