Creating a New Report

Reports > How to create a new report

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Step 1: Click the ‘New Report’ button in the upper right hand corner of your interface.

Figure 1.0

Step 2: Fill in the report name, description, and select a category to file this report under.

Fields that are denoted with a grey asterisk are considered mandatory. You cannot create a new record unless these fields are populated.

Step 3: Click Save Changes.

When you create a new report, you will be prompted to add new ‘lines’ and ‘categories.’ From this information your report will be generated. For the purpose of this training exercise, let’s look at the Balance sheet template:

Figure 1.1

Report Lines: Reports consist of lines and categories. See figure ? (above) for reference. When creating your reports, remember that ‘lines’ are custom variables - accounts, drivers, metrics - which are all customizable.

Some things to note within the report interface:

1. To create new categories or lines, click the buttons in the top right corner.

2. To edit or delete lines, click the three dots next to these buttons.

3. To adjust the date range of the data displayed within this report, you can adjust by number of months/years. For reference, see rectangle #2 in figure 1.1 (above).

4. Your categories and lines will appear vertically in this view, as well as any text you specified to be bolded.

You can rearrange this view on the fly by clicking and dragging on the six dot icon beside each line or line category.

Now that we’ve covered the basics, let’s take a look at how to populate your reports.