This Article will show you how you can Navigate and Fully Customize View, Columns, and Filters on any reports under Finance Report based on your preference.
After reading and following through the Article, this will allow to learn about:
Using built in Date Range for quick Report Generation
Setting Custom Date Ranges
Where to access Columns
How to hide and show Columns
How you can use Filtering Options and other ways to filter a Report
How to access Charts in the Reports
How to customize your Report View based on Preference
How to Export a Report
Built In Date Range for Quick Report Generation:
Allows for quick reporting based on the available set of date range that you can use to easily generate a report.
This includes:
Today
Yesterday
Last 7 days
This Week
Last 30 Days
This Month
Last Month
Last 6 Months
Last 12 Months
This Financial Year
Last Financial Year
Custom Date Ranges
This will allow you to set a custom Date Range for the generation of the report.
In the example screenshot below: I have selected January 1, 2023 to February 28, 2023 for the report generation that I wanted to capture.
Columns
In our reporting, we have the ability to Drag Columns based on View Preferences, Hide and Show specific columns and set Column as a Row Group.
Filters
In our reporting, we have lots of useful filters that you can utilize to improve your workflow and reports view, Highlighted below on the screenshot is where you can access our Filtering Options.
You can also utilize the filter toggle highlighted on the next screenshot for quick filter options.
Charting
Charting is also available in Zavy Reporting, to be able to use and access Charts, Select a range of data or Filter data that you wish to show a Range Chart. Once Filtered and Selected Right Click the Report and Click on Chart Range. You can then select which type of Chart you wish to use. In the example below, We used Pie Chart as a representation of the data that we filtered in the Transaction Report.
Export
Export is a feature that is also available in Zavy Reporting. This will allow you to export the report that you have already set the filters and views in a .CSV or Excel format for more customization and if you wish to have the report printed in Excel. To export a report, Simply right click anywhere on the rows and columns inside the report and this will give you the option for CSV Export or Excel Export.
