Improved Report Performance and Reliability

Generate reports, including control 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, including the control reports, 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
AP account distribution	LA
AP project distribution
AR account distribution
AR transaction list	LA
Asset listing
Balance sheet
Bank reconciliation
Bank register
Batch detail	LA
Book value
Budget adjustments journal	LA
Cash receipts
Cash receipts project distribution	LA
Cash requirements
Chart validation
Client account activity	LA
Client account activity list
Deposit
Depreciation summary	LA
Disposal gain/loss
Encumbrance	LA
General ledger report
Grant budget versus actual
Income statement
Invoice expense allocation
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 activity	LA
Project budget versus actual	LA
Project detail	LA
Receipt
Service and sales analysis
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

Control Reports

This table lists the available control reports and includes navigation or the report title to clarify where to find them.

Note: These improvements are also released in waves.

Report	Status
Add multiple accounts, Create Accounts Control Report	LA
Allocation record, Generate pre-allocation report	LA
Deposit record, Generate report	LA
Fixed assets, Assets, Calculate depreciation	LA
Payables, vendor record, Purchase orders, Generate, More actions, Generate	LA
Receivables charge record, Request grant reimbursements, Pre-generation report	LA
Receivables, Clients, Calculate finance and late charges, Pre-generation report	LA
Receivables, Communications, Invoices, row menu, Generate	LA
Receivables, Communications, Receipts, row menu, Generate	LA
Receivables, Payments, Calculate automatic payments, Generate	LA
Treasury, bank account record, Pay invoices, Delete voided payments, Print control report	LA