Page 16 - GC Using the Reports Dashboard_eBook(SDL)

Detail Reports Periodic Reports Summary Reports Status Reports
Return detailed Display information in Summarize data Provide a snapshot
information by columns representing based on a of the current state of
performing limited selected date selected date range specific system data,
aggregation or frequencies such as like time and
summation of system weekly or monthly expense actuals or
data customer or vendor
invoices

The Financial reports section has its own unique vertical
categories: Accounts Payable, Accounts Receivable, General
Ledger, and Purchasing.

Selecting Reports

Identifying the question(s) you want answered can guide you to the report(s) you need
to evaluate the health of your business and make informed decisions. Hovering over the
More Info icon next to each report name will present the user with a brief explanation
of the information provided in the report’s output or the question that can be answered
by the report’s output. Links to Knowledge Center documentation providing details for
each report are located in Appendix B.

Financial Reports

The Financial reports section includes functional subsections representing: Accounts
Payable, Accounts Receivable, General Ledger, and Purchasing. Each of these
subsections include several reports and require specific roles to access.

ACCOUNTS PAYABLE
Required Role(s): Administrator, AP Poster, AP Viewer, VI User, Receiver/Approver

REPORT NAME DESCRIPTION
Displays a list of outstanding vendor invoices and unapplied
vendor payments with outstanding balances categorized by
Accounts Payable Aging
document age

Displays a list of invoices and vendor payments for a specified
Accounts Payable Activity time period

LESSON 2: REPORTS DASHBOARD
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