Many new enhancements have just been added to the ‘Custom Financial Report’. This ‘Standard’ report allows the user to select which fields they want to appear in the report, and to filter on the selected fields. This continues to be a popular choice because it allows you to create your own ad-hoc reports easily.
Following are a few of the recent enhancements to the Custom Financial Report:
- The layout of the fields has changed. Fields of similar type are now grouped together which makes finding the field(s) you need easier
- You may SAVE up to 4 different field selections (reports) per user! Select the fields you want, click the radio button for which Report number to SAVE the selections to and the field list is saved. Next time you run the report, click the radio button for the Report number you want (1, 2, 3 or 4) and all fields will instantly be selected!
- Entering date ranges just got much easier! You can still copy the sample date, paste it to the date field of your choice and change as needed. But now you can simply enter the Begin Date, the word “to” and the End Date. (example: “1/1/2012 to 6/30/2012”). The report will translate the entry to what is needed.
- You’ll still be able to run the report, sort by any field and DOWNLOAD, print, open in Excel or save as a CSV file.