Improved Report Performance and Reliability

Generate reports with less waiting and fewer interruptions. Performance improvements help reports run more reliably, even when you generate higher volumes, so you can spend less time troubleshooting and more time reviewing results.

The report workflow remains familiar. Continue to use your existing report parameters and report options without changing how you set up or generate reports.

Available Reports

The reports listed below include the performance improvements. More reports are being updated over time, so check back regularly for the latest details.

Note: Performance improvements are released in waves. Reports with a status of Limited Availability (LA) are listed in the following section. Reports without an LA designation are generally available.

Report Status
Acquisition

 

Aged accounts payable

LA

AP account distribution

LA

AP project distribution

 

Asset listing

 

Balance sheet

 

Bank reconciliation

LA

Bank register

 

Batch detail

LA

Book value

 

Budget adjustments journal

LA

Cash receipts

 

Cash requirements

 

Chart validation

LA

Client account activity

LA

Client account activity list

 

Deposit

 

Depreciation summary

LA

Disposal gain/loss

LA

Encumbrance

LA

General ledger report

 

Grant budget versus actual

LA

Income statement

LA

Invoice expense allocation

LA

Invoice history

LA

Project budget versus actual

LA

Project activity

LA

Purchase order detail

 

Reconciliation AR Account Distribution Planned

LA

Open invoice

 

Open items

LA

Open purchase orders

LA

Project detail

LA

Receipt

 

Service and sales analysis

LA

Statement of activities

LA

Statement of financial position

 

Statement of functional expenses

LA

Transaction journal

 

Transaction register

LA

Trial balance

 

Vendor activity

 

Year-to-date depreciation