2 Reporting Financial Management Reporting Reports: Allows User to pull pre-defined report information, filter reports, etc.Report Wizard: Allows User to create custom reports (this topic is covered in another NG session).Report Packages: Allows User to produce a report package consisting of a previously determined group of reports.Dataviews and Dataview Wizard: Allow Users to create spreadsheet style reports exportable to Excel (this topic is covered in another NG session).
5 ReportsDouble-click desired report to select time period and account range.NOTE: Even though there is no red shield beside the Filter Template field, you must select a template or complete the information on the Advanced Tab.
6 ReportsMake the desired selections for Fiscal Year, From and Thru Periods and GL account or Account Controls.
7 ReportsNOTE: If you did not select a Filter Template on the General tab, you would have to make the appropriate selections on the Advanced tab in order to produce a report.
8 Click Next > to run the report as selected. ReportsClick Next > to run the report as selected.
9 Reports Select Print from the ribbon bar to print the report. Or, Select Create PDF to save the report.
10 Customized Reports and Filter Templates Sheriff’s Report
11 Customized ReportsThe Account Segments tab allows you to narrow your report criteria by the various account segments by clicking on that segment.You can narrow your search range using the From and Thru boxes.Select the code(s) that you want for this report by checking the box next to the code.
12 Customized ReportsAfter making your selections, Click the Next > button to view your customized report.
13 Customized ReportsNow, you have a four page report with specific departments rather than a twenty-eight page full report.
14 Filter TemplatesAllow you to save customized report criteria to prevent you from having to select the criteria each time you run a report.LGC’s goal is to set up Standard Templates for county audit approved reports.Users may set up their own templates for special reports.
15 Filter TemplatesOnce you have created a report that meets your needs, you can create a Filter Template simply by clicking on the < Back button.
16 Filter TemplatesClick on the Save Filter or Save Filter As on the ribbon bar.
17 Filter Templates Fill in the Name and Description Select Save And Close from the ribbon bar
18 Filter TemplatesYour newly created filter will now appear as a Filter Template for this report.
19 Filter TemplatesFilter Templates that were created by the lgadmin user cannot be changed by any other user.In order to save certain Account Controls (funds) on a filter you will have to also save the fiscal year on the template.Filter templates must be set up in order to use Report Packages
20 Selection Criteria for County Audit Approved Reports Refer to the document entitled Selection Criteria for Standard Reports.The General Tab settings will vary depending on the time periods and accounts you are running.The Account Segments Tab will vary depending on the account segments you are selecting.The Advanced Tab must be selected correctly for an accurate report to be produced.
21 Report Packages Trial Balance Account Analysis of Expenditures StatementStatement of RevenuesDIRECTOR’S REPORTS
22 Creating Report Packages System AdministrationReport PackagesSelect NEW from the ribbon bar.
23 Creating A Report Package Description: User definedOwner: DefaultsEdit Access: Public (anyone can Edit) or Private (only Owner can Edit)Product: Report Package is tied to NG core product (new this year)
24 Creating A Report Package Output Format: ExportPrinter: (None)Subject: BlankExport Type: PDF
25 Creating A Report Package Add the reports in the order you wish them to print, the number of copies and the report filters. Choose Save and Close from ribbon bar.
26 Running A Report Package Click Find to display report packages.Double Click the package you wish to run.Financial ManagementReportingReport Packages
27 Running A Report Package You will have to choose the General tab and enter the Periods and Account Controls you wish to report.You do not have to select anything on the other tabs. It will pull from the filter template you have on the report.Click Next > to see the reports
28 Running A Report Package Your report package is ready to Print or save as a PDF.