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Nextgen Reporting

Nextgen Reporting. Presented by: Julie Carroll Local Government Corporation 2014. Reporting. Financial Management Reporting Reports Click FIND. Selection Criteria for County Audit Approved Reports. Refer to the document titled Selection Criteria for Standard Reports.

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Nextgen Reporting

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  1. Nextgen Reporting Presented by: Julie Carroll Local Government Corporation 2014

  2. Reporting • Financial Management • Reporting • Reports • Click FIND

  3. Selection Criteria for County Audit Approved Reports • Refer to the document titled Selection Criteria for Standard Reports. • The General Tab settings will vary depending on the time periods and accounts you are running for. • The Account Segment Tab will vary depending on the accounts you are selecting. • The Advanced Tab must be selected correctly for an accurate report to be produced.

  4. Filter Templates • Allows you to save criteria to prevent you from having to select the criteria each time. • LGC’s goal is to set up LGC Standard Templates for county audit approved reports. • Users may set up their own templates for special reports.

  5. Filter Templates • Fill in the selection criteria on all tabs. • Select Save Filter from the ribbon bar. • Fill in the Name and Description • Select Save and Close from the ribbon bar

  6. Filter Templates • Filter Templates that were created by the lgadmin user cannot be changed by any other user. • In order to save certain Account Controls on a filter you will have to also save the fiscal year on the template. • Filter templates must be set up in order to use Report Packages

  7. Creating Report Packages • System Administration • Report Packages • Select NEW from the ribbon bar.

  8. Creating A Report Package • Output format: Export • Printer: None • Email Subject: Blank • Export Type: PDF • Collated: If checked all reports will print for one fund before switching to next fund. • Description: User Defined • Owner: Defaults • Edit Access: Public or Private • Special Processing: None unless it is a period end package. Add the reports in the order you wish them to print, select # of copies and the report filters. Choose Save and Close from ribbon bar.

  9. Running A Report Package • Click FIND to display report packages. • Double Click the package you wish to run. • Financial Management • Reporting • Report Packages

  10. Running A Report Package • You will have to choose the General Tab and enter the Periods and Account Controls you wish to report. • You do not have to select anything on the other tabs. It will pull from the filter template you have on the report.

  11. This concludes the presentation on Nextgen Reporting.

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