Reviews and corrects ledger-to-subledger alignment in D365 by fixing posting configurations, inventory profiles, reconciliation logic, GL mapping, and critical reporting procedures.
Using QAD’s Financial Report Writer Step 2: Generating Reports
Posted on: July 6, 2021 | By: David Kwo | QAD Financials, QAD Business Process
The process of building a financial report using FRW can be broken down into two main steps:
- Cubing data
- Creating reports
This blog will focus on the second step, generating reports. If you want to learn how to create cube data using FRW, read our other post on this topic here.
Creating Reports
Once you have created your cubes, you are primed to create any and all reports using Financial Report Writer, including balance sheets and income statements, following these steps:
Step 1: Create report trees using Report Tree Maintenance
a. Create report analysis codes using Report Analysis Code Create
b. Depending on the complexity of your structure, this may be easier to do using Excel integration
– Create a report tree hierarchy in Excel and import it into Report Tree Maintenance
Step 2: Choose how to display your data by creating column groups in Report Column Group Create
Step 3: Go to Report Master Create and select your report tree and column groups
a. Make additional adjustments (how many levels to display, how many decimal places, etc.)
Step 4: Run your report using Financial Report Run
a. Must enter Report Master Code and Cube Name
Step 5: (Additional) Determine who can run which reports in Report Master Modify
Read our blog on cubing data here.
Next Steps
If you are interested in learning more about MSW/PSW and/or maximizing the use of QAD for production scheduling, contact us here to find out how we can help you grow your business. You can also email us at info@loganconsulting.com or call (312) 345-8810.
