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ViewPoint Reporting: Summary
- Easy and instant reporting
- Library containing over 250 report templates
- Virtually infinite custom reporting
- Multiple report formats including Microsoft Word and Excel
- Exported in a variety of formats e.g. Word, Excel, Access, CSV, XML
- Report specific selection criteria to expand or narrow report results
- Simple exception reporting
- Results displayed on screen or direct to printer
- Copy to clipboard, paste in Microsoft Word or Excel
- Easy to create and customise content and layout of templates
- Import and Export Report Templates
ViewPoint Reporting: Detailed
- Report Libraries
The report library has been gradually developed and constantly enhanced to represent the ‘best of breed’ in report content and design. Each report has its own relevant selection criteria so that the report results can be expanded or narrowed depending on each user’s needs.
There more than 250 commonly used reports available within the standard ViewPoint libraries. There are 3 formats – Microsoft Word Reports, Microsoft Excel Statements and ViewPoint Standard Reports. Once generated the Standard Reports are designed to be non-editable standard control reports however the Word Report s and Excel Statements offer all of the formatting and calculation features available in Word and Excel.
Unlike most reporting packages ViewPoint believes that building report templates should not require specialist IT programming skills. All the report templates can be very easily customised or new report templates created using the built in template wizard.
- Custom Reporting
Custom Reporting is a very comprehensive ad-hoc reporting feature that includes the ability to save report designs for later / repeated use by the either the report designer or by all users if preferred.
With over 20 custom report categories, 100 report types, each with between 20 and 150 possible field / column headings the variations of custom reports that can be generated is virtually infinite.
The feature is designed to be as simple as possible to use it does not need the involvement a report writing specialist to design and develop the report template. e.g. Report on all shares of managed entities held by James Smith
Process:
- Select the report category e.g. Entity
- Select the report type e.g. Shareholding
- Select the fields / report column headings e.g. Shareholder, Company name, No. of Shares Held
- Select the selection criteria e.g. shareholder = James Smith
Result:
All shareholdings of James Smith in the system will be instantly displayed and can be exported in a variety of formats or simply copied to the clipboard. If you want to change the report simply click design to add or remove fields.
Client Accountant Reporting Library
- Client Accountant: Report Libraries
The reporting focus is on the accounting transactions and supplemental information of the assets and liabilities of both the internal revenue entity and the managed client entities.
For transactional data and account data the Microsoft Excel report format provides users with the report data in Excel for further manipulation or transfer to other spreadsheets. Alternatively the report templates can be easily customised to take advantage of all of the features in Excel, so each time a report is generated it can be the ‘final’ report requiring no further manipulation by the users. |
- Client Accountant - Custom Reporting
Client Accountant has 4 Custom Reporting categories including 17 report types. Each report type has between 20 to more than 100 fields available so that all the users reporting needs are catered for.
The below screen shot shows the Custom Report Design for generating an ad-hoc report detailing the Journal transactions for a selected entity. |
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