1. Starting a New Report
A quick tour of the interface
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Create a report with building blocks
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Specify accounts with row definitions
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Specify dates and variances with column definitions
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Specify departments and divisions with tree definitions
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Put it all together with report definitions
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Generate the report
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2. Mastering Row Definitions
Format codes
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Row modifiers
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Link to financial dimensions
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Group with wildcards and account ranges
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Work with related rows
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3. Mastering Column Definitions
Column types
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Dates and time periods
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Display fields from general ledger detail
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Filter a column with a financial dimension
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Perform calculations within columns
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4. Adjusting Report Output
Add headers and footers
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Explore report display options
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Drill down from financial to account to detail
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Export reports to Excel
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Understand rounding options
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5. Publishing Reports
Organize the Report Library
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Create users and roles and set permissions
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Desktop Viewer vs. Web Viewer
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Take command of Web Viewer
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Glossary_Learning_Management_Reporter.zip
(100 KB)