WebView Financial Reporting Overview

There are nine WebView Financial Reporting components to 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 user access to WebView Financial reporting using the web.
4. Style formats – enables you to format report text — for example, bold, colour, size, and the like.
5. Security – used to assign reporting security around general ledger accounts.
6. Row formats – used to define what to display vertically on the report.
7. Column formats – used to define what to display horizontally on the report.
8. Reports – used to create the reports that can be viewed using the web.
9. Report Groups – used to group reports for easy reference and added security.

Once reports have been set up, they can be viewed using the web when a page is set up using the Page Maintenance form and that page is added to the Menu Maintenance form using a page type of other, with the page name.

Note: The results are exported exactly as you have them on the form. If you have expanded a level to show the detail then that is what is exported. If you have a summary view shown then that is all that are exported.

• Web Note Type Maintenance