Reports you wish to make available in the Spider are drawn from the Standard Reports Setup & Printing area in Back Office. These may include Department Reports, Balance Sheet, Profit & Loss etc.
It is within these reports where you set the ledger accounts that are used to make up the financial figures. It is possible that reports may already exist that you can use, or new reports can be created for the purpose
Log onto Spider>Finance Dashboard> Financial>Financial Reporting
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Select the Entity |
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| 2. | Standard Reports |
To change the report |
| 3. | Financial Reports |
To see and print the reports |
Publish the report for use in Spider:
Path: Finance Module > Gen Ledger > Standard Reports Setup & Printing
Once created, it needs to be “Web Published”. The following options are available.
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1. |
Don’t Publish – Makes unavailable in Spider. |
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2. |
Publish for Project – Makes available in Spider.
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3. |
Publish for All – Makes available in Spider.
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4. |
Publish for Specific Grp – Makes available in Spider.
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Publish for Project - HOD/Project holder (limited rights to project only)
Finance Personnel / Bursar (full rights to all accounts)
Publish for ALL:
HOD / Project holder (limited rights to project only) and Finance Personal / Bursar (full rights to all accounts)
EVERYONE with rights to financial reports can view and drill down on all accounts in the report.
Publish for Specific Group
If users do not have the selected Security Group assigned to them they will not see the ticked reports in their list of available reports
Notes:
A totalling line showing on report – to remove go into back office and select your report – on the line that you do not wish to show make the Column as a ‘0’ zero.
To Drill down on Ledger Transaction - click here for manual
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