Generating Reports
Most of the modules on Sage XRT Solution platform enable you to access the three types of reports through dedicated submenus.
In most of the platform functions, the Report button on top of every list enables you to do simple exports of the corresponding list content.
Basic Reports
Basic reports are available for the following modules: Cash, Reconciliation and Bank Delegations.
| Module | Basic report |
|---|---|
| Cash |
Discrepancy Analysis Report Bank Account Analysis Report |
| Reconciliation |
By Account By Account Summary By Account Entries Summary By Company Summary Balance Verification |
| Bank Delegations |
Delegations by Account Delegations by Company Delegations By Operation Type Delegations by Delegatee Delegations List Of Employees |
In the menu page of modules, the Analysis - Reports menu lists the reference templates
Predefined template of report, base of the customized templates. of the basic reports. Select the reference template of the target report.
In the new form, complete the various tabs. The fields with a red asterisk are mandatory.
Click the Get Report button to display the output in the viewer.
Portlet Reports
You can generate Portlet reports from Analysis - Portlets submenu of Cash, Debts & Investments, Reconciliation and Bank Area. modules.
In the menu page of modules, select the reference template of the target report and complete the Filter and View tabs. The result of your selection is dynamically displayed in the viewer below.
Grid Reports
Grid reports use the grids of the functions and their customization possibilities.
So you can change the customized display of your grid Table presenting a set of numerical data. into a report. For this, select Print Report in the Print dropdown menu.
For each function, the available reports are gathered in the View dropdown list. Select a report to display it in the viewer.
Info
To create quick access to your Grid reports through a Reporting Dashboard, follow the procedure in the Creating Reporting Dashboards topic.
