Summary

The Reporting Manager window is used to generate a Reporting Manager report that has already been set up using the Reporting Manager Maintenance window (GL> Reporting Tools> Reporting Manager).

Step by Step

1     Open the Reporting Manager window (GL> Reports> Reporting Manager).

2     Configure the report. 

• The Report Type drop-down menu is used to select the type of report you would like to generate. The selection in this field determines the reports that display in the Report drop-down menu.
• The Report drop-down menu is used to select the report template you would like to use to generate the report. Only report templates of the report type selected in the Report Type field will display in the drop-down menu.
  • You can view the report type attached to a report template using the Report Type Maintenance window (GL> Reporting Tools> Reporting Manager> Select a report> Report Type drop-down menu).
• The Account From and Account To fields are used to select the GL accounts you would like to display on the report. Click the Account From or Account To field search icon to select a GL account from a list.
  • Enter the same GL account number in the Account From and Account To fields if you would like to include a single GL account on the report.
• The Fiscal Period From and Fiscal Period To fields are used to filter the journal entries that display on the report by the fiscal period.
  • You can view the fiscal period attach to a journal entry using the display journal entries feature (GL> Display> Journal Entries> Filter the journal entries that display in the window> Fiscal Period column).
• The Fiscal Year field is used to filter the journal entries that display in the report by the fiscal year. This is a required field since the reports display YTD amounts.
• The Journal Entry Number field is used to filter the journal entries that display on the report by journal entry number.
  • Journal entries are assigned a sequential number when they are created and the journal entry number sequence is reset at the beginning of each fiscal period. For example, if you enter 1 in this field and include more than one fiscal period on the report, the report will include the first journal entry of each fiscal period.
• The ALFRE field is used to filter the general ledger accounts that display on the report by the ALFRE designation attached to the GL account.
  • GL accounts inherit an ALFRE designation from the account type (GL> Maintenance> Chart of Accounts> General tab> Account Type field).
• The System field is used to filter the journal entries that display on the report by the module that was used to generate them.
  • Check the toggles for each module you would like to include in the report.
• Check the Suppress account without a balance, budget, or activity toggle to remove GL accounts from the report that have no beginning balance, activity, and budget.
• The Section Types section is used to filter the report results by selected section types.

3     Print the report.

• Once the required report settings have been specified, click the Print button to print your report.
• Click the options arrow on the right side of the Print button to see other print options.
  • Select PDF to print the report in the default Springbrook PDF format.
  • Select Excel to export the report data to an Excel spreadsheet as unformatted data.
  • Select Excel (Formatted) to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
  • Once a print option is selected, that option will automatically be selected the next time you access the report. For example, if you select Excel from the drop-down menu, the next time you access the report the Excel button   will be displayed by default.
• Click the Schedule icon next to the Print button in order to schedule the report to generate at a later date and time.
  • Enter a Date and Time to generate the report and click SUBMIT.
• Users can also regenerate a report with the same configuration as a prior report via the report history section. This can help improve efficiency when an identical report is frequently generated.
  • Once a report has been generated, the date and time it was generated will display in the report history accessed via the Expand Arrow button   on the right side of the window.
  • Expand the report history and click on a previous report record to automatically populate the report criteria with the criteria specified on the previously generated report. This section will display the last three times the report was generated.