Reporting
RE Finance has reporting on two levels:
• Overall, general reports (see the following screenshot). This output relates to the whole application (for example user roles) or to multiple Financial Plans.
To do this, go to Reports – Generic in the navigation panel.
• Reporting related to a single Financial Plan (see the following screenshot).
To do this, go to Reports – FP specific in the navigation panel in the relevant Financial Plan.
Different reporting outputs are distinguished:
1. Application reports: predefined reports with fixed filtering possibilities. These reports are shown within the RE Finance application and can be exported to amongst others to PDF and Excel.
2. Excel workbook: data in an Excel worksheet. The user can shape these worksheets into meaningful reports or pivot tables.
3. Excel pivot tables: data in an Excel pivot table in which the user is free to determine the rows, columns, and filters. The pivots generated by the application have a default layout that can be altered and stored for future use. In most pivots there is a need to select a single Financial Plan to avoid double counting.
4. Dashboards: management dashboards in PowerBI with predefined drill-down possibilities. This reporting possibility is not available in RE Finance yet but will be part of future releases.
The following topics briefly explain the reports available in RE Finance .