Report Manager
Kintera FundWare features a graphical Report Manager that is both easy to use and rich in features.
Included with the Report Manager are more than 60 pre-defined reports that are tailored to your unique account structure. Creating additional reports is a simple process, as report templates are provided to complete the task.
Pre-Defined Reports
A highlight of the Report Manager is the list of pre-defined accounting reports. These reports include standard
financial reports such as balance sheets, revenue and expense reports, cash flow reports and transaction
detail reports. Additionally, choosing the User Defined reports option provides a series of templates that can
be used to define new reports.
Reports include user-defined balance sheets and revenue and expense reports, both of which allow for complete control over the columns presented. In addition to specifying whether a column should contain actual, budget, encumbrance or commitment amounts, columns may also contain units, calculations, account numbers, or data items (user defined fields).Additional columns may be added at any time, or the column order may be changed by using drag and drop techniques.
Specifying Page and Row Breaks
A powerful feature of the Report Manager is the ability to choose which segments of the account structure
should be used to break by page and to summarize by row. To choose page break, simply drag and drop
those parts of the account segments that should be used.
Report Production
Each time a report is produced, either the default definition may be used, or a number of filters may be
applied on a one-time basis to that report. For example, masking allows reports to be restricted to a certain
fund. Reports may be further filtered by specifying up to fifteen attributes to include or exclude.
| Highlights | |
| • Graphical user interface uses drag and drop
Microsoft® Windows functionality to modify
standard reports or to create new reports. • Include or exclude financial information for reporting by taking advantage of account masking, user-defined account attributes, date ranges and specific journals. • Choose from actual, budget, encumbrance and commitment data from any date range, including reports that cross fiscal years. • Quickly create user-defined columns with specific reporting information. |
• Queue numerous reports for automatic printing with
user-defined folders to help organize reports by
typical reporting periods (weekly, monthly, year-end)
or by the intended report recipients (board, auditors,
department managers). • Include unit or statistical information in your standard reporting. • Define report breaks to categorize information by fund, department, sub-department or any other account segment. |
| Find Out More | |
| • For more information, please call 1-800-551-4458 or e-mail fwinformation@kintera.com. |
• Sign up for an interactive Web demonstration at www.fundware.com/h/rfmo_web_cast_funnel.asp. |
