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Overview 

The Financial Report Writer enables Users to create Custom Financial Statement Reports within the Office Product. The tool functions similarly to Excel, yet is embedded within the Office Product, allowing Live (Posted) Data to directly feed the reports. Users who have needs in excess of the Stock Financial Reports, are encouraged to learn more about the Financial Report Writer.  

Video

This video provides Users with an Overview of the Financial Report Writer tool.  

Note: Sections of the videos have been referenced below with corresponding times in the video for ease of access

 


Total Video (Length)11:54
   



Overview0:00
 

Drill-Down Functionality8:05
Build a New Report - Basics2:44
 

Statistical Functions8:57
Open/Edit Existing Reports5:35
 

Advanced Account Selection10:12
Departmental Example6:20
   




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Accessing the Tool

 

Within the Clubessential Office Product:

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Selected Department(s) will then populate cell(s) highlighted prior to Department selection.

 


 

 

Define Column Settings

 

The Column Settings are in rows 1-4, beginning in Column C.  The Column Settings include Type, Year, Period, and Value, and must be set in order for the Report Writer to populate data.

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A: While other Reports contain data from un-posted batches, the Financial Report Writer displays only data reflected in posted batches. 


Downloadable Guide

Financial Report Writer - User Guide.pdf

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