This guide covers the creation and management of custom reports in Controller. It explains how users can create their own report templates and metrics, modify their content and structures, and use key figures and calculation targets to limit reports and present data. Custom reports allow companies to create reports tailored to their needs and to create their own permanent reports/metrics that they want to monitor regularly. If a user has read or edit rights to Custom Reports, they have access to all the company's Custom Reports. It is not possible to restrict rights on a report-by-report basis.
CONTENTS
Creating a report
You can create custom reports under Reports > Custom Reports > Create New. You can create new elements for the report via the "Create Element" button. Currently, you can create a Table or Metric as elements. For the table, you can choose a blank template, income statement, or balance sheet. After creating the table, you can edit the report through the "Edit Report" function. You can rename the table if desired by entering the report edit mode.
Various charts can be formed as metrics using the metric type Bar, Stacked Bar, Line Chart, Pie Chart, or Numbers:
As a data source, you can use either individual accounts, account groups, or key figures:
Editing a report
When the table opens, it is immediately in edit mode. From section 1, you can change the size of the table by dragging it to the desired size. In section 2, you can add another table after the previous one in the same view. The order of the tables can be changed by dragging from section 3. In section 4, you can add account, account group, or key figure rows to the table. The position of the rows can be changed by dragging the rows from the left edge. Rows can be removed by clicking the cross in front of the row. This activates the "Remove Rows" button. Note that the values of account groups are calculated according to the row order, but key figures are calculated according to the company's account list, and the row order does not affect them. So if an account is moved from one account group to another, for example, from fixed costs to variable costs, the key figure "gross margin" does not change. If you want certain accounts not to be included in the report, you should use custom key figures "revenue", "gross margin", etc., where these accounts are not considered. The key figures already in Controller are calculated based on the accounting account list formula, and if you want to deviate from these, you should create your own key figures and use them in the report.
Note! If you add an account to the account list on the accounting side after creating a custom report, you must manually add this same account to the already created custom report. The account does not automatically rise from accounting to the report by updating the already created custom report. By forming a completely new custom report, the account is automatically on the report template.
The report can be limited by a calculation target or a desired calculation target combination. The combination can include calculation targets from up to three different calculation target headings. The calculation target combination raises the transactions recorded for this specific calculation target combination to the report. By drilling down from the account level of the income statement report, you can access Netvisor's voucher browsing report for the specific month to examine transactions. By drilling down from the balance sheet report, you can access the account-specific entries in the accounting, where you can see which transactions make up the specific balance.
From the three dots next to the edit button, you can access Report Settings, where you define whether the report uses the same limitations in all elements or not.
From the Show Data dropdown menu, you can select cumulative sums and difference € and difference % columns for the report.
Report periods
You can set the review and comparison periods for the report by clicking the period in the report header field:
For the review period (1), you can choose month, cumulative month, quarter, cumulative quarter, half-year, year, or fiscal year. For the figures (2), you can select 3 data sources simultaneously for comparison: actual, budget, or forecast for the desired period. You can also add two comparison periods (3) for the figures being reviewed using the "Add Comparison Period" button. This allows you to create, for example, a budget comparison report similar to the old Controller, where actual is compared to budget for a specific period, and the comparison is a cumulative year-to-date period.
Examples of using custom reports
1. The customer wants to create their company's income statement
Example 1: Use the standard income statement as a base and modify it according to your needs. Move accounts and account groups, for example, above and below the gross margin. Note that fixed sales and operating margins do not update in this case. You can create sales and operating margin key figures through key figures and add them to the report.
Example 2: Use a blank template. Add income statement items, margins, and results to it.
2. The customer wants to create a summary of the income statement
Example: Select revenue, variable costs, gross margin, fixed costs, operating margin, depreciation, operating profit, net financial expenses, profit after financial expenses, taxes, and net profit for the period.
3. The customer wants to create their own KPI report
Example: Create 5 custom profitability KPIs and attach them to a blank report. Then add five ready-made key figures to the aforementioned report.
Keywords: custom reports, report, metric, table, account list, key figure, calculation target, accounting, periods
Did you find it helpful? Yes No
Send feedback