Articles
Report Permissions
Report Permissions 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 reporting 01- Allow: Users can access report folders but...
Report Folder
Reporting>Report Folder 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 quickly navigate back to it....
Report Types
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 Writer A report that c...
Lists
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. Output Methods ...
Report Descriptions
Creating Report Descriptions Path: Setup > Report Descriptions You can create any number of report description groupings. Each account has the ability to be assigned to any and all report description groups that exist, but no assignment i...
Query Variables
Path : Setup > Query Variables Query Variables are used throughout reporting. Toolbar: New: add a new query variable Edit: edit an existing query variable Delete: Delete the query variable Reports: this prints the grid b...
Data Sources
Path : Reporting > Data Sources Data sources are used in the Generic Report Writer. They tell the report where to pull data from. It is recommended that these are only accessible to SGA administrators. Toolbar: New: add a ...
Dashboards
Dashboards Overview 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 the same graph will see only the...
Reporting with Custom Totals
The following report is created with Custom totals. Columns are created for the items that you wish to include. These columns will remain un-hidden. Following the items that represent the columns to be shown, the same columns are defined aga...