With reporting folders, Scopevisio offers you a powerful tool with which you can access all reports centrally and compile them individually in folders and create them manually or automatically at freely definable intervals.
Prerequisites
To be able to call up the "Reporting folders" function, you need the "Reporting folders" and "Text reports" rights in the "Finance - all rights" rights profile in addition to the "Financial report generator" add-on you have booked.
Reporting folders overview
Call up the reporting folders under Finance > Reports > Reporting folders. You are offered various filter options (1) in the form, as well as an overview of existing reporting folders (2) and a preview (3), which you can hide using the other actions (4). Here you will find additional options.
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Add a reporting folder
The detail form
The "Add" button takes you to the detail form where you can specify the general information (1), storage location and type in Teamwork (2), formatting (3) and notifications (4) for your new reporting folder.
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Details
Apart from the description, there are no other mandatory fields.
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If you would like to create your own time interval, select "Manage intervals". Here you can adjust the intervals or create new ones.
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Teamwork
Specify a folder in which your reporting folder is saved.
Decide whether your reporting folder should be versioned or saved as a single document each time it is created.
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Formatting
Here you can enter optional text for the header, footer and watermark and determine their positioning. Ready-made headers and footers are available for selection.
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By selecting <Manage headers or footers>, new additional headers or footers can also be created via the settings form.
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Notifications
Specify which user(s) should be automatically notified by email when the reporting folder is created. If the reporting folder is stored in a Teamwork folder, the notification contains a direct link to it.
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Reporting folder content
Once you have made your entries in the detailed form, click on the "Edit content" button at the bottom right. The entries are saved and you can now determine the composition of your reporting folder in the form that opens.
In the two-part form, you will see the selection of all available reports on the left (1) and the reporting folder you have put together on the right (4).
As the reporting folders are still under construction, it is worth taking a look here from time to time. Further report types are constantly being added, such as VAT, text reports or open items for debtors and creditors.
Select a line (2) and add it to your reporting folder (4) using the button with the same name (3).
You can use the multi-button (5) to access the master data centrally and make basic changes there.
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Changes made via the multi-button have a permanent effect on the master data, not just a temporary effect on the reporting folder you have compiled!
The right-hand section of the form shows the content of your reporting folder. Here you have the option of changing the name by selecting a row using the small arrow on the right (1). This name change only appears in the reporting folder and does not affect the name of the report in the master data.
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