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Understanding a Sample Report

To use a report effectively, it is important to understand how it is structured.

To view the available reports, navigate to:

Main Menu → Open Reports → Factviews

Factviews​

The Factviews screen contains a variety of reports organized into categories, including:

  • Financial Statements (displayed as a structure or table)

  • Dashboards

  • Multi-Year Dashboards

  • General Ledger Reports

  • Other Reports

Select any report, for example a Profit and Loss Statement.

Report Structure​

This report displays the Profit and Loss Statement for the selected financial year.

Description

The Description column displays the different sections of the Profit and Loss Statement, such as revenue, expenses, and their underlying categories.

Monthly Columns​

The monthly columns display the actual figures for the selected financial year.

This allows you to analyze how income and expenses develop throughout the year.

Total Rows​

The total rows display the combined amount of the underlying items, providing a quick overview of total revenue and expenses.

Report Menu​

Below the report tabs, you will find several menu options:

  • Labels

  • Structure Menu

  • Data Menu

These menus allow you to customize the report, for example by adding columns, applying filters, or modifying the report structure.

For a detailed explanation of these features, refer to the corresponding pages in this user guide.

To learn more about how reports are organized, see Report Structure.

Advanced Topics​

Want to explore more advanced Factview features? See:

  • View Reports

  • Create Custom Reports or Chartviews

  • Create a Budget

  • Create a Forecast

  • Create a Consolidation