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Financial Report Designer


WebView Financial Reporting enables you to view financial data in any number of reporting line. These are the main components for WebView Financial Reporting that you must set up:

  1. Greentree Tree Maintenance - used to define levels of reporting.
  2. GL Account Tree Maintenance - used to assign general ledger accounts to the tree.
  3. User Maintenance - allows users access to WebView Financial reporting using the web or from the reports menu.
  4. Style formats - enables you to format report text, for example, bold, colour, size, and the like.
  5. Account Groups - used to assign reporting security around general ledger accounts.
  6. Row formats - used to define what you want to display vertically on the report.
  7. Column formats - used to define what you want to display horizontally on the report.
  8. Reports - used to create the reports that can be viewed using the web.
  9. Report Security - used to group reports for easy reference and added security.
  10. Web Note Types - allow users to add notes to explain figures in financial reports.
  11. Report Schedules - used to schedule regular sending of reports.
  12. Excel Header/Footers - used to define how header and footer information will appear if the report is sent to Excel.
  13. Email Templates - used to define what emails will look like when reports are emailed.

Once reports have been set up, they can be viewed using the web when a special GL Report Menu page (type Other) is set up using WebView Page Maintenance and that page is added to WebView Menu Maintenance.

Items 4 through 12 in the list above are found under System > General Ledger > Financial Report Designer.

Financial Reports with a custom column definition can be viewed within Greentree using the Reports > General Ledger menu and one of these options;

  • Financial Reporting - Live: Users can run any financial report they have been given access to.
  • Financial Reporting - Published: Users can view any published report
  • Create Financial Reports - Users can generate reports from a report schedule.

InformationReports using the hard coded pre-defined formats cannot be viewed.

Users must have a Reports and Document Library license to access financial reports.