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FundWare features
a graphical Report Manager that is both
easy to use and rich in features.
Included
with the Report Manager are more than 60
pre-defined reports that are tailored to
your unique account structure. Creating
additional reports is a simple process,
as report templates are provided to complete
the task.
Pre-Defined Reports
A highlight of the Report Manager is the list of pre-defined accounting reports.
These reports include standard financial reports such as balance sheets,
revenue and expense reports, cash flow reports and transaction detail reports.
Additionally, choosing the User Defined reports option provides a series
of templates that can be used to define new reports.
Reports include user-defined
balance sheets and revenue and expense reports,
both of which allow for complete control
over the columns presented. In addition to
specifying whether a column should contain
actual, budget, encumbrance or commitment
amounts, columns may also contain units,
calculations, account numbers, or data items
(user defined fields).Additional columns
may be added at any time, or the column order
may be changed by using drag and drop techniques.
Specifying Page and Row
Breaks
A powerful feature of the Report Manager is the ability to choose which segments
of the account structure should be used to break by page and to summarize by
row. To choose page break, simply drag and drop those parts of the account
segments that should be used.
Report Production
Each time a report is produced, either the default definition may be used,
or a number of filters may be applied on a one-time basis to that report.
For example, masking allows reports to be restricted to a certain fund. Reports
may be further filtered by specifying up to fifteen attributes to include
or exclude.
Highlights
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Graphical user interface uses drag and
drop Microsoft® Windows functionality
to modify standard reports or to create
new reports.
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Include or exclude financial information
for reporting by taking advantage of
account masking, user-defined account
attributes, date ranges and specific
journals.
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Choose from actual, budget, encumbrance
and commitment data from any date range,
including reports that cross fiscal years.
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Queue numerous reports for automatic
printing with user-defined folders to
help organize reports by typical reporting
periods (weekly, monthly, year-end) or
by the intended report recipients (board,
auditors, department managers).
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Include unit or statistical information
in your standard reporting.
-
Quickly create user-defined columns
with specific reporting information.
-
Define report breaks to categorize information
by fund, department, sub-department or
any other account segment.
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