1. NextGen Dataviewer Local Government Corporation

2. Dataviewer Dataviewer is a tool used to create spreadsheet style reports exportable to Excel, HTML and XML This program allows the user to filter, format and manipulate data

3. There are two basic functions of Dataviewer in NextGen Dataview Wizard is used to create demand reports Dataview is where created reports are viewed

4. Dataview Wizard

5. Locating Dataview Wizard in NextGen Select: 1. Financial Management 2. Reporting 3. Dataview Wizard

6. Dataview Types

7. In this example, a Revenue and Expense Report is created. Choose the type of report you want to create by clicking the title then selecting next on the bottom right corner of the screen

8. The Dataviewer Select Column selection requires some explanation to what GLAccountSegment Segment Description represent:

9. GLAccountSegment1 – fund SegmentDescription1 – description of fund GLAccountSegment2 – sub-fund SegmentDescription2 – description of sub-fund GLAccountSegment3 – function SegmentDescription3 – description of function GLAccountSegment4 – object code SegmentDescription4 – description of object code GLAccountSegment5 – cost center SegmentDescription5 – description of cost center GLAccountSegment6 – sub-object SegmentDescription6 – description of sub-object TN Counties and Schools

10. The GLAccountSegment1 – fund SegmentDescription1 – description of fund GLAccountSegment2 – function SegmentDescription2 – description of function GLAccountSegment3 – object code SegmentDescription3 – description of object code GLAccountSegment4 – cost center SegmentDescription4 – description of cost center GLAccountSegment5 – sub-object SegmentDescription5 – description of sub-object TN Cities

11. Add All - button will add the entire list of Select Column(s) to the Selected Column(s). Remove - removes the columns selected from underneath the Selected Column(s). Remove All - button removes all from the Selected Column(s). Move Up – button moves Selected Column(s) items up. Move Down – button moves Selected Column(s) items down. Options for Adding and Moving Report Columns

12. Select the columns desired and click once on “ Add ” to add to the Selected Column(s).

13. Changing Column Names Click inside the cell of the column names to manually edit Click Next

14. Name the report and give it a description. Click Next and Finish The newly created revenue and expense report titled “ Budget Status Analysis ” is now ready to be used in Dataview.

15. Dataview

16. Locating Dataviews in NextGen Select: 1. Financial Management 2. Reporting 3. Dataviews

17. Select Budget Status Analysis Report Populate General tab information For this example, click on the 101 General fund box. If you see a red shield icon, it is a required field and must be filled in. Hover over the shield with your mouse to view the relevant message

18. Click the Advanced tab. For this example, select Expenditures Click Next to produce the report

19. Right click % Used column header to choose Format, then select Percentage

20. Click Filter Panel to on the ribbon bar Select Click here to add filter criteria

21. Select % Used, Greater than, and enter.1667 These selections will filter to show only data greater than 16.67% of the yearly budget (two months)

22. Use the Automatic Formatting dialog box found in the View Settings dropdown on the ribbon bar to customize data presentation. Observe the selections below:

23. The formatting selections create a more clearly presented set of data:

24. The export functionality in Dataviewer, and NextGen as a whole, is a valuable resource Export to Excel, Text File, HTML or XML from the ribbon bar

26. Manually Grouping a Report by Object Code Return to DataViewer Drag the object column header to Drag a column header here to group by that column

27. On the ribbon bar, select Hide Detail and Show Totals

28. Expand an object selection by clicking the button To get a total for a column, right-click the column heading and select Summary then Sum

31. Add the Following Columns: Click Next (skip the two following grouping option screens)

32. Using the dropdown from the Function column, Sum the Debit_Amount and Credit_Amount fields

40. Sort the data by clicking the heading of any column; in this example, the data has been sorted by Debit Amount highest to lowest Group the data by dragging any column heading to the area. In this example, the data is grouped by Transaction Description

41. Use the + button to expand the appropriate data: