Add a Report

Tip: Review the generate reports tutorial to learn how to preview, generate, and access reports from the top‑level navigation bell.

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.

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

   Tip: To work with and manage tags, select Manage tags from the action bar.

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

5. Specify dates, times, a recurrence, frequency, and file format. Then choose your recipients.

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

   For example, generate a daily income statement and email it to all department leads at your organization based on a schedule. The report is sent in the file format you choose and delivered directly to each recipient's email application.

   Tip: Choose the file format that best fits each recipient’s needs, such as PDF or Excel, so stakeholders receive reports in the format they prefer.

   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 role permissions. Only users associated with the Queue task for the Shared components role can use Report Scheduler functionality.

6. Select Next.

7. 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.

8. Depending on your needs, save and generate the report now or save it and generate later.

   Reports generate in the background to ensure your workflow is seamless and uninterrupted. After completion, access the report from the notification bell icon. Review more details in our generate reports tutorial.

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