Reports

This guide covers the review of a company's financial reports in Controller. Users can view and update income statement and balance sheet reports, modify report templates, and select the time interval for comparison figures. The instructions also describe how reports can be customized and downloaded in different formats, as well as drilled down into detailed accounting information.

In the Controller Reports tab, you will find Income Statement, Balance Sheet, Key Figures, and Custom Reports. Key Figures and Custom Reports are available as separate guides on the help pages.

Income statement and balance sheet

From the Reports tab, you can view the company's income statement and balance sheet. Figures are updated in Controller by default once a day (early morning). The "Update Controller data" function updates the graphics and figures with the latest available data from the system. Controller automatically saves all changes (budget, forecast, etc.).

You can change the report information from the pencil button at the top of the report. Here you can select ready-made report templates such as "Actual Comparison" or "Budget Comparison". You can also choose custom figures and comparison figures for the report.

When selecting figures, it is good to note that the program only offers a few recently used ones in the dropdown menu first. If the desired fiscal year is not directly found among the offered ones, click "Show all" at the bottom of the view or search for the figure by typing it in the search field. The same applies to comparison figures.

 Three figures can be selected side by side for the report. The view can also be manually changed to display the report's time period. All figures will then use this same time period. Review periods can be changed from the review period dropdown menu. Options include month, cumulative month, quarter, cumulative quarter, half-year, year, fiscal year, and cumulative comparison periods.

With the cumulative comparison periods option, you can add two different comparison periods alongside these three comparable figures on the report.

The visibility of figures on the report can be selected either in euros or thousands of euros. Through the "Show data" menu, you can add a percentage of revenue setting to the report or display difference euros and difference percentage.

The report can also be searched by calculation target through the search field, and the report can be downloaded to Excel and PDF via the three dots. Additionally, on the balance sheet report, you can choose the calculation method as balance value or period change. You can open and close all groups or hide empty accounts on the report, meaning those that have no transactions during the selected period. If the account balance is zero, the account will appear on the report.

You can also drill down into the income statement and balance sheet figures for one month from the account level sum link. The view opens to the voucher browsing report for the account, where you can drill down to the accounting vouchers.

To open the view from the figure, you must have at least read access to basic accounting functions and read access to basic reporting in Netvisor. These allow you to open the voucher related to this. However, with these rights, you cannot create new vouchers, and solely with these rights, you cannot create your own reports from Netvisor.

If the voucher is related to, for example, a purchase invoice or sales invoice, then separate rights are required to open these.

Keywords: reports, income statement, balance sheet, update, pencil button, period, calculation target, drill down, Controller

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