Financial Reporting
All sections of the Report module
By Travis and 1 other2 authors15 articles
- SoftLedger Analytics & DashboardsCreate dashboards and business intelligence views in softledger
- Enhanced Reporting OverviewSoftLedger 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 - Balance Sheet ReportThe Balance Sheet report captures the Asset, Equity, and Liabilities type ledger account balances.
- Enhanced Reporting - Income Statement ReportThe Income Statement report captures the Revenue and Expense type ledger account balances.
- Enhanced Reporting - General Ledger ReportThe General Ledger report is designed to give a quick view of financial activity impacting each Location within SoftLedger.
- Enhanced Reporting - Trial BalanceThe 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 - Journal LinesThe 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 - Trial Balance by Posted CurrencyThe 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 - Ledger Account by DimensionThe 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 Review ReportThe 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 - Budget vs. ActualReview standalone, consolidated, and department budgets against actuals data for analysis and comparison to originally budgeted values.
- Enhanced Reporting - Cash FlowGenerate a Cash Flow report for tracking cash changes from one point in time to another.
- Enhanced Reporting - Account Balance by CurrencySelect one or more Ledger Accounts to display the Ending balance for the Account(s) in any currency (regardless of reporting currency).
- Enhanced Reporting - Customized Financial ReportsCustomize your Income Statement, Balance Sheet, and Cash Flow reports
- Enhanced Reporting - Journal Lines by CurrencyThe Journal Lines report in any selected currency to display debit and credit values in that currency