Guide to the Reports section
Default view of the Reports section
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- Most used reports - The four most used reports, Budget, Cash Flow, P&L and Balance Sheet, are selectable here.
- More reports - Additional reports are available for selection under the “More” drop down.
- Settings menu - Selecting this allows you to:
- Toggle the currency symbol on or off in the reports
- Toggle whether rows with no figures are shown or not
- Input how many decimal places are used in the figures
- Select whether to scale figures to thousands, 10s of thousands, 100s of thousands or millions
-
Forecast/Actuals dropdown - allows you to switch between forecast reports, forecast vs actuals reports, or actuals to date reports.
-
Time Range - The time range dropdown can select which time range you want to forecast. Usually, these time ranges are grouped in a 1 year range, however there is also the possibility to make custom time range dates if you need more flexibility with your forecasting.
-
Report frequency dropdown - The Report frequency dropdown will process the information from the time range dropdown and display it in different frequencies on the dashboard. The frequencies are Monthly , Quarterly or Yearly .
- Full Screen expand button -Clicking on the expand button will expand the report dashboard to the entire size of your current screen.
- Reports drilldown - Clicking on the chevrons that are on the left side in any reports will drill down in that activity to display more detailed information.
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As you can see, we drilled down from
Cash Received
>
Sales
(Plan Section) >
Sessions
(Group) >
Components
.
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The Reports will always mirror the way you have built your plan. A good analogy would be to treat Sections as folders, and plan groups as sub-folders inside each "main" folder. At the end of chain are components, those being nested inside the sub-folders(groups).