Financial Reporting | Financial Management
Report Builder
New reports built by the people who need them.
What it does
Inside Report Builder.
A new report takes an afternoon, and it still respects who is allowed to see what.
01
Column, row and calculation definition against governed data
02
Saved views, sharing and permission inheritance
03
Formatting, subtotals and statutory layout control
04
Version history on report definitions
Where it sits
Part of Financial Reporting.
Financial Statements Balance sheet, income statement and cash flow, per entity and group. Management Reporting The operating view, by dimension rather than by account. Dashboards Live operating dashboards, drillable to the transaction. Consolidated Reporting Group reporting with eliminations and translation shown. Disclosures and Notes The notes assembled from the same data as the primary statements. AR Aging & Collections Report DSO, aging buckets, collection efficiency, customer concentration. Drill down to the invoice. AP Aging & Cash Forecast Bills due, payment runway, vendor concentration, early-pay discount opportunities. Cash Flow Statement Direct/indirect method. Operating, investing, financing. Live from ledger. Compliance Status Dashboard Filings on time, ITC at risk, vendor non-filer exposure, statutory payments due. Scheduled Reports & Exports Schedule daily/weekly/monthly. Export to Excel, PDF, JSON. Push to email, Slack, WhatsApp, S3. Audit-Ready Reports Trial balance, GL detail, JE list, fixed asset register, statutory schedules.
Run Report Builder against your books.
A working session on your structure and a month of your documents.