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 4.2 yet but will be part of future releases.
The following topics briefly explain the reports available in RE Finance .