Structure Reporting

Structure Reporting


Export your reporting structure to Excel
  1. Choose which structure you want to print by clicking on the dropdown box. All your different structures will be listed here
  2. Select the start and end date for the required statement.
  3. Choose whether you want to show the account details.
    If you select “No”, only your categories with your actual totals will reflect.
    If you select "Yes", the report will include the Category, Account Code, Account Name and Actual totals.
  4. Choose if you want to show the monthly details.
    If you say “No”,  you will only see your actual totals as per the dates you choose.
    If you choose “Yes”, you will see the totals per month, according to the dates you chose. 
  5. Choose whether you want to include general ledger accounts with a zero balance
  6. Under Budget Information, choose whether you want to have the budget reflected on the report.
    If you choose to show the budget, indicate which budget to reflect to display the budget and actual totals on the report.
  7. Export your report by clicking on the “Excel” button.


© Copyright d6 group (Pty) Ltd

    • Related Articles

    • Reporting Structures

      What are reporting structures How to add a structure How to edit a structure How to manage categories Reporting structures is a multifunctional button. As a standard, you will locate your budget information here and if you choose to edit it, you will ...
    • Projects

      Schools are always working with a project or projects. Some projects are for a specific event such as a go-kart-day or concert. Others take place continuously throughout the year, for example, the leasing of the Lapa. The goal of the project system ...
    • DOE Subjects Performance

      Reports > DOE > Subject Performance Type <Ctrl> <F> to search for words in the article. This report can be generated to display a Subject Performance Report or to export the report to an Excel Spreadsheet. Use this report for reporting to the DOE. ...
    • DOE Task Schedule

      This report can be generated to display a Subject Performance Report or to export the report to an Excel Spreadsheet. Use this report for reporting to the DOE. GENERATE A TASK SCHEDULE REPORT Click on Reports > DOE > DOE Task Schedule Select the year ...
    • Income Statement

      Reports > Finances > Transactions > Income Statement Type <Ctrl> <F> to search for words in the article. How to generate an income statement Choose with which structure you would like to report. You can choose between Budget Categories or Incomes & ...