Reporting folders

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.

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.

Details

Apart from the description, there are no other mandatory fields.

You can briefly list the content of the reporting folder in the description.

The category is optional and can be used later as a filter characteristic.

For the file name on creation, you can choose between the standard and a user-defined format. A number of placeholders are available for the latter.

The authorization is set to public by default - you can change this under the Edit link.

If you want the reporting folder to be created regularly and automatically, select the desired time interval.

If you would like to create your own time interval, select "Manage intervals". Here you can adjust the intervals or create new ones.

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.

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.

You can use the links to edit the selected header or footer using the integrated text editor.

By selecting <Manage headers or footers>, new additional headers or footers can also be created via the settings form.

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.

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.

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.

The "Edit" button (2) takes you to the configuration of the respective selected report and allows you to make further adjustments there. These changes only apply within this reporting folder and do not affect the master data.

Use the "Remove" button (3) to remove the selected report from your reporting folder, but it will remain in the left-hand section for the selection of reports.

You can use the arrow buttons (4) to restructure your reporting folder by editing the order or level of the report rows in which the individual reports are to be displayed. The numbering of the report rows in the right-hand area reacts immediately after you move a row.

You can also add a table of contents to the reporting folder at the desired position; in this case, you can use the "Edit" button to define the formatting with regard to numbering. After creating the table of contents, you will see the table of contents with numbering and the start page of the individual reports.

Save your reporting folder (5) to save any interim status to which you can return without creating the reporting folder. The small arrow takes you to the previous form, another click on the small link arrow takes you back to the overview.

Click on the "Create" button (6) to create your reporting folder. You can also do this later from the overview using the button with the same name.

In the form that opens, first determine the date of the reference period (1) (the default date here is the current date). In conjunction with the relative periods defined in the individual reports (e.g. current reporting year), this determines the period to be evaluated in the reporting folder.

Then determine the storage location (2). Choose whether you want to save your reporting folder locally, in the previously defined Teamwork folder or send it directly by email.

Click on the "Create" button (3) to access different forms, depending on the storage location, where you have further editing options.

The creation is

• with local storage using the "Save" command,

• when choosing Teamwork with the "Teamwork Upload" button and

• when sending by email with the "Send" button.

In our example, the created reporting folder is uploaded to Teamwork by clicking on "Teamwork Upload".

A query about the versioning behavior appears, which you must confirm according to your specifications.

Scopevisio notifies you that your reporting folder has been successfully uploaded.

The overview of the reporting folders is displayed. The reporting folder of the selected row (1) and the optional preview (2) can be viewed here.

Further editing options can be found in the buttons with descriptive names (3).

You will find the PDF output of the reporting folder you have just created in the Teamwork folder you have specified.