Reports

Overview

CMS Management Reports give users the ability to combine and summarize data in various ways, providing powerful filtering and data export functionality.

Reports are broken down into two categories:

• Accounting
• KPI

Accounting reports present accurate financial data that balances other reports, as well as the data stored in your accounting application. These types of reports typically included posted data, and work based upon posting dates for filtering.

KPI reports on the other hand serve to offer a loose indicator of financial performance, and will often not balance against other reports or your accounting software.

Common Tasks

Accessing or Creating Records

• HOWTO: Install a New Custom Report

Operational Tasks

• HOWTO: Filter Management Reports
• HOWTO: Make a Custom Report from Any List
• HOWTO: Save the Results of a Report to Excel - see the Output Options for details

Best Practices