CONTENT
The Controller's Dashboard and Custom Reports can be created and edited by adding various elements to the report via the "Add Element" button. Elements can be selected as Tables, Gauges, Numbers, and Notes. This way, you can create reports that are fully tailored to your needs. The filtering criteria for elements are managed in the same way as reports, through the pencil icon at the top. Filtering criteria can be set through the three dots in the report view in the Report Settings, either as Report-Specific or Element-Specific. The same calculation target filters apply to elements as they do to reports.
Table
In the table, you can choose an empty template, income statement, or balance sheet.
Editing the Report
After creating the table, you can edit the report through the "Edit Report" function. The table can be renamed if desired by putting the report into edit mode.
From the bottom of the table (point 1), you can change the size of the table by dragging it to your desired size. From the "Add Element" section (2), another table can be added after the previous one in this same view. The order of the tables can be changed by dragging from the top left corner of the table (point 3). From the "Add Row" button (point 4), account, account group, or key figure rows can be added 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 "Delete Rows" button.
It should be noted here 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 order of these rows 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 your own key figures "revenue", "gross margin", etc., where these accounts are not considered. The ready-made key figures in the 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 from the accounting side after creating your own report, this same account must be manually added to the already created custom report. The account does not automatically appear on the custom report by updating the report from the accounting. By creating a completely new custom report, the account is automatically on the report template.
Gauge
A gauge can be formed using various charts with the gauge type as Bar, Stacked Bar, Line Chart, Pie Chart, or Numbers.
The data source can be either individual accounts, account groups, or key figures.
Through the three dots in the dashboard, the gauge can be printed, copied, or deleted. The dashboard can be edited by first putting the entire report into edit mode via the "Edit Report" button. After this, a button "Edit Gauge" appears on the individual dashboard. Through this, data sources can be added or removed from the gauge, or the gauge type can be changed. From the "Show Data" button, you can change the data's cumulative nature, the visibility of explanations, and add a helper table below the graph. The size of the dashboard can be changed by stretching from the bottom right corner. On the top left, there is a familiar drag button from which dashboards can be moved on the report.
Number
With the element type "Number", individual number views can be created for the report.
The number view can be edited in the same way as other elements. When you hover the mouse over the element in the report edit mode, in addition to the pencil, three dots are activated from which the element can be edited. From the pencil icon, you can change the element's information, e.g., calculation target, period, or comparison numbers. A positive difference % to the comparison number is shown in green in the view, and a negative difference in red. NOTE! If the numbers being compared have different signs, the difference % is not shown at all.
Note
A Note can also be added as an element. In the note, you can write down important things for yourself directly in the report view. The note is edited in the same way as other elements.
This article has been translated using an AI-based translation tool.
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