4 Table: "Which Report Style Do I Need?"
| Monthly Summary Accounts | Monthly Trx Details | Payroll Summary Report | Custom Reports | Variances | Budget Details - Account Assumptions | |
| Screenshots (click to expand) | ||||||
| Simple Definition | Plain 12 month format | List of all trx for a month or year for 1 dept or 1 natural account | A display of all payroll data including employee name, orgunit, annual salary & benefits | Custom reports which can include actuals, budgets, variances and comments for an organization | • Custom report (Variances menu) • Segregate this report from other custom reports |
All line item details for any account within a dept |
| Key Features | • Search budget/actuals from GP or budgets from
Dynamic Budgets • Pivot table style formatting & subtotals |
• Sorting, grouping • Real-time access to posted G/L Transactions |
• Annual summary of expense categories per employee
• Report can be sorted by any column displayed |
• Mgmt Reporter like row & column definitions;
• Enter/review comments from users |
• Actual budget drilldown • Comparison to line item details |
All line item details from all modules with comparative history |
| Pros/Why Use This | Drilldown to actual trx or line-item details | • Immediate access to data (Live linked to GP)
• Self-service report for end users • Review & correct coding issues before Month End |
Executive review of payroll | Versatile Reporting | Direct staff to variances menu to review monthly variances vs. having to choose the variance report from a list of custom reports | Report for Supervisor with all of the budget detail |
| Cons/Downside | Fixed Format Report | None | None | None | None | Limited Format Choices |