Reporting

From Reporting, you can view, add, run, and manage reports in Financial Edge NXT. You can also email reports to existing users based on a set schedule.

Tip: To learn more about which types of reports you can create, such as Payables reports, see Report Types

To specify information that displays, select Columns, choose details to include, and select Apply changes. If necessary, drag and drop the headers to reorder each column. To quickly locate a specific report, search the list. You can also select Filter to minimize the list. If you don't recall the full report name when searching, use a partial name.

To quickly locate the report you want, search the list. You can also select Filter to minimize the list or Export to export the list to an Excel .XLSX file. To generate a report PDF, select Export PDF from a report's menu.

With Report Scheduler, you can generate reports and email them to existing users based on a schedule. For example, you can generate and email a daily income statement to all department heads in your organization. The report is sent as a PDF file and can easily be accessed via the email application associated with the recipient. For more information, see Add a Report.

Run a report

To run from a report's menu, select Run. You can also run a report when adding or editing. From the status message that displays, select View report.

Tip: When viewing reports, you can use active links to view details about a specific record. You can only view records you have rights to access.

Report considerations

Use the following tips when working with reports.

  • When running an Income statement, Balance sheet, or Custom management report, pay close attention to the report totals. In some instances, the cent amount or text may be truncated because the font size is larger in web view than database view. To resolve this issue, adjust the column size for the report.

  • If you select an account number when viewing a report, you're redirected to the first account that contains any information.

  • Report parameters you set up and maintain in database view display in web view (and vice versa).

  • Use active links in a report to view details about a specific record. You can view only the records you have rights to access.

  • Parameters you specify when adding or editing are included in the report. To print from the report viewer, select Print or print directly from the report PDF.

Tip: Are you looking to file 1099s? For more information, see 1099 Information.