SoftLedger

Create dashboards and business intelligence views in softledger

SoftLedger Analytics | Dashboard

SoftLedger provides out of the box reporting, from full in depth Financial Statements through to investigative reports such as viewing Ledger Account balances across Dimensions.

Enhanced Reporting Overview

The Balance Sheet report captures the Asset, Equity, and Liabilities type ledger account balances.

Enhanced Reporting - Balance Sheet Report

The Income Statement report captures the Revenue and Expense type ledger account balances.

Enhanced Reporting - Income Statement Report

The General Ledger report is designed to give a quick view of financial activity impacting each Location within SoftLedger.

Enhanced Reporting - General Ledger Report

The Trial Balance report is used for reviewing activity by debit, credit, and resulting balance against each Ledger Account at each location level, as well as at all consolidating location…

Enhanced Reporting - Trial Balance

The Journal Lines Report is the most comprehensive report in the system, and can be customized to show subsets of data that are relevant for the user.

Enhanced Reporting - Journal Lines

The Trial Balance by Posted Currency report breaks out Ledger Account balances by the currency that the transactions that make up the balances were posted in.

Enhanced Reporting - Trial Balance by Posted Currency

The Ledger Account by Dimension report is an analytical report used to review balances of Ledger Accounts against the user's choice of Dimension.

Enhanced Reporting - Ledger Account by Dimension

The Ledger Account Review Report is an analytical report that displays all journal lines for the selected Ledger Account, including related Ledger Account journal lines from transactions where the selected…

Enhanced Reporting - Ledger Account Review Report

Review standalone, consolidated, and department budgets against actuals data for analysis and comparison to originally budgeted values.

Enhanced Reporting - Budget vs. Actual

Generate a Cash Flow report for tracking cash changes from one point in time to another.

Enhanced Reporting - Cash Flow

Select one or more Ledger Accounts to display the Ending balance for the Account(s) in any currency (regardless of reporting currency).

Enhanced Reporting - Account Balance by Currency

Customize your Income Statement, Balance Sheet, and Cash Flow reports

Enhanced Reporting - Customized Financial Reports

The Journal Lines report in any selected currency to display debit and credit values in that currency

Enhanced Reporting - Journal Lines by Currency

Travis Lander

Geoff Ostrega

Financial Reporting

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