Reporting system

Save reports in worklists, display the report selection filtered according to different criteria AND have a central output option for any number of reports at the same time - Scopevisio's reporting system offers you all of this.

Existing customers: display previously created reports

Open the new "Reporting" form via Finance > Reports: Reporting. Click on the "Add" button.

1. Enter a descriptive name for your report, under which it will be available for selection in the upstream overview form.

2. An optional description helps to differentiate between similarly named reports.

3. In the "Outlines" field (formerly "Definition") you will find the reports you have already created. Select the desired report.

4. Select a column scheme (formerly "Layout").

5. Select your plan/budget values (formerly "Financial planning (budget)").

6. Specify the period to be displayed.

7. Determine whether you want to display accounts and rows with zero values.

8. If necessary, adjust the amount display and language.

9. Specify the format display and percentage display.

10. Save your entries.

11. After saving, you can display your report for checking purposes. You can choose between portrait and landscape format.

12. Under "Other functions" you will find the option to edit all outlines and column schemes.

13. Go back to the "Reporting" form.

1. The report you have just created is displayed in the overview.

2. Add further existing reports as described above, edit a displayed report further by selecting a different period, for example, or duplicate a report to adjust further parameters. The buttons at the bottom of the form are available for these functions.

3. If you have stored a large number of reports, you can save worklists or filter them according to outlines, column schemes or financial planning.

4. Output is via the "PDF (portrait/landscape format)" multi-button and can also be applied to several selected reports at the same time.