Add a Report

To add a new report, select Analysis, Reports.

  1. From the list of reports, select Add.

  2. Under Basics, search for and select a report type. To understand each report type, see Report Types.

  3. Enter a name and description, apply tags, and choose who can generate or modify the report.

    Tip: To work with tags, select Manage tags from the Reports list page. For more details, see Manage Report Tags.

  4. To send the report to other users in an email, select Email report based on schedule.

    Tip: You can add and select external users or choose existing Financial Edge NXT users.

    Specify dates, times, a recurrence, and frequency.

    For example, you can generate and email a daily income statement to all department leads at your organization. The report is sent as a link and can easily be accessed via the email application associated with the recipient.

    Warning: The details included in a report are based on the security access of the user who schedules the report. The recipient will be able to view all details, irrespective of their own security access.

    Warning: The ability to schedule, email, and receive reports is based on specific reporting permissions. Only users associated with the Queue task for the Shared components role can use Report Scheduler functionality. For more information, see Roles.

  5. Select Next.

  6. Under Parameters, specify details to include and set the formatting.

    Tip: Parameters vary depending on the report you select. As you move through each one, select options and enter details to customize your info. You can always go back and update your parameters when needed. For more details, see Report Parameters.

  7. Depending on your needs, save and generate the report immediately or save and return at a later time.

    Note: If you set a schedule, the report will be emailed at the date, time, and frequency you specified. If generate immediately, a slight delay may occur. To avoid it, set the schedule to generate several minutes ahead of your current time to allow for processing.