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Advanced Financial Reporting

If financial reporting has become your organization's
recurring nightmare, FundWare's Advanced Financial
Reporting tool can help.

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Designed specifically for not-for-profit and governmental organizations, Advanced Financial Reporting offers unmatched functionality to reduce weeks of reporting to days, slice and dice information any way it's requested and make compliance simple. Offered in a Graphical User Interface (GUI) to aid ease of use, Advanced Financial Reporting highlights include:

  • Multiple levels of detail in the same report, including account summaries or detailed transactions

  • The ability to specify exactly which accounts appear in a column or row, including accounts that are not consecutive in their numbering, or accounts that have different attributes

  • Total control over report presentation, including headers, formatting and spacing

  • The ability to filter a column or row by journal and/or by attribute

  • Report outputs in a rich text format, which is read by common word processing software. Reports may also be produced as a CSV file to open in spreadsheet software

Define Columns and Rows
A grid display is used to define and display all columns and rows in the report. Users can define what is shown in the grid by simply mouse-clicking on the grid to display a list of information that may be added.

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Produce Error-Free Reports
When defining rows and columns, Advanced Financial Reporting will highlight missing or required information with red asterisks on specific fields. It will also place a red asterisk on the column or row itself to quickly identify report errors that require correction.

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Additionally, from within the report definition, Advanced Financial Reporting offers the capability to run a proof report at any time. The proof shows a preview of the report layout and is useful in finding errors as the report is being defined.

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Specify Global Masks
When producing a range of reports, a global mask may be specified for all reports in that range (in the example shown, fund 1), or the pre-defined mask from each individual report may be specified by checking the appropriate box.

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Format Reports for Easier Reading
With Advanced Financial Reporting, several options are available when producing a report. These options include the ability to use rich text format, which can be read by most word processing software, comma delimited, read by most spreadsheet software or unformatted text. Accomplish this simply by selecting the output as shown as formatted or plain text.

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Report samples are shown in both rich text format and comma delimited.

See for Yourself
For a no-obligation, in-depth product demonstration tailored to your specific needs please contact us by phone at 1-800-273-1514, or via email at info@nfpAccounting.com

 

 

 

 

 

 

 

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