New Articles

  1. Dashboards

    Created On: 02/21/2023 in Reporting
    Dashboards Home Dashboards  work with user account restrictions.  For example, a graph of total revenue will show the CFO user the total corporate revenue, while a youth sports director viewing ...

  2. Reporting with Custom Totals

    Created On: 02/21/2023 in Reporting
    Report with Custom Totals Reporting > Report Folders The following report is created with Custom totals. Columns are created for the items that you wish to i...

  3. Report Types

    Created On: 02/21/2023 in Reporting
    Report Types Financial Statements A report that summarizes transactions as of a particular period. Detailed Report Writer A report that can list the individual transactions.  Generic Report W...

  4. Query Variables

    Created On: 02/21/2023 in Reporting
    Query Variables Setup > Query Variables Query Variables are used throughout reporting.  Toolbar:  New: add a new query variable Edit: edit an existing query variable Delete: Delet...

  5. Report Permissions

    Created On: 02/21/2023 in Reporting
    Report Permissions Sign On > Report Folders When setting up permissions, this is the first place that you start.  Application: Sign On > Report Folders 00- Not Allowed: Users do not have access to report...

  6. Lists

    Created On: 02/21/2023 in Reporting
    Lists Lists give the ability to run multiple reports at one time.  General Tab Descriptions This is not required and is an information field only. This is for the user to write a description of the list. ...

  7. Report Descriptions

    Created On: 02/21/2023 in Reporting
    Report Descriptions Settings > Report Descriptions Within the Financial Statement Report Writer, the Rows tab controls how account information is presented. Lines added to the Rows tab indicate the summary layer  Order by whi...

  8. Report Folder

    Created On: 02/21/2023 in Reporting
    Report Folder Reporting > Report Folders Folder Path: As you move through the folder structure this will allow you to see your folder location, as well as click on the folder within the path to quick...

  9. Reporting

    Created On: 02/21/2023
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  10. Approval Notifications

    Created On: 02/21/2023 in Document Approval Additional Options
    Approval Notifications   When Approval Type settings indicate email notifications are to be used, users may receive notifications for the following purposes:     In addition to the above notifications, Admin...
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