Reports Desk

Reports Desk

The Reports Desk allows the user to view, create, modify and save views of financial reports.

The screen contains a side pane on the left, and a central section showing user reports, organized into tabs and divided into two parts. There’s also an application menu bar at the top (Navigation Menu) which is used to switch between various modules of the application.

The Side Pane can either show parameters (i.e. settings and filters) for the currently displayed report, or a list of saved reports, the latter allowing the user to quickly open any of the previously saved reports, by double-clicking on their name.

The bottom section of the screen displays the Charts Pane which shows the time trend for the selected line on the report.

Refer to the Reports section of this manual for more information on creating reports.