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View the reporting cockpit

Once you have generated a reporting, you can view different reports and save them in the dossier of the organisation.

To view reporting in the reporting cockpit:

  1. Go to: Financial / Ledger / Overview / Reporting cockpit.
  2. Open the properties of the reporting.
  3. Go to the tab: Report.
  4. Select the check boxes for the reports that you want to print. You can also select other reports you have created.
  5. Go to the tab: Accounts or Reporting codes.
  6. Check the displayed data.
  7. Go to the tab: Reporting value.
  8. Check the displayed data.
  9. You can change the rounding.

    Note:

    If you select 'rough' rounding, you cannot go back to a more precise rounding. For instance, it is not possible to first select rounding to thousands and later change this selection to rounding to hundreds.

    You can in fact do the opposite: go from finer to rougher rounding.

  10. Click on: OK.
  11. Click on: Print.
  12. You can change the reports to be printed.
  13. Click on: Next.
  14. Select the Save in client record check box if you want to save the reporting in a dossier. In this case, also select the Organisation/person and Contact. The description of the reporting is used as a description for the dossier item.
  15. Click on: Finish.

    Profit shows a print preview based on the reports you have selected and linked in the properties of the generated reporting.

Directly to

  1. View the reporting cockpit
  2. Configure the reporting cockpit
  3. Generate reporting
  4. View reports
  5. Refresh reporting

Process

Financial reporting