4 Table: "Which Report Style Do I Need?"

4 Table: "Which Report Style Do I Need?"

  Monthly Summary Accounts Monthly Trx Details Payroll Summary Report Custom Reports Variances Budget Details - Account Assumptions
Screenshots (click to expand)
Simple Definition Plain 12 month format List of all trx for a month or year for 1 dept or 1 natural account A display of all payroll data including employee name, orgunit, annual salary & benefits Custom reports which can include actuals, budgets, variances and comments for an organization • Custom report (Variances menu)
• Segregate this report from other custom reports
All line item details for any account within a dept
Key Features • Search budget/actuals from GP or budgets from Dynamic Budgets
• Pivot table style formatting & subtotals
• Sorting, grouping
• Real-time access to posted G/L Transactions
• Annual summary of expense categories per employee
• Report can be sorted by any column displayed
• Mgmt Reporter like row & column definitions;
• Enter/review comments from users
• Actual budget drilldown
• Comparison to line item details
All line item details from all modules with comparative history
Pros/Why Use This Drilldown to actual trx or line-item details • Immediate access to data (Live linked to GP)
• Self-service report for end users
• Review & correct coding issues before Month End
Executive review of payroll Versatile Reporting Direct staff to variances menu to review monthly variances vs. having to choose the variance report from a list of custom reports Report for Supervisor with all of the budget detail
Cons/Downside Fixed Format Report None None None None Limited Format Choices

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