Financial Reports – To See Reports - Spider

You will need to have the appropriate Security – see Security set up for Finance Reporting

Log onto Spider>Finance Dashboard> Financial>Financial Reporting

1. Select the Entity
2. Select Financial Reports

Note:  The person who has signed into Spider  – will only see the Reports that have been allocated to them – see the link above to Security

Select the Report required from the drop down e.g. P&L Financial Performance Report
Select the Project – see link for the different project options

You can now select any account e.g 110-8 Tuition Fees by select the account name as marked in green and see all the transactions that relate to this amount.example – you can now drill down (if you have the security #640 and setup as per (Download) manual further by selecting the Reference number to see the batch and transactions that make up this amount.

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.