Using Statements in Reach Reporting Builder How to include the financial statements in a report.
How to use statements in the Reach Reporting builder.
This is a quick article on how to include financial statements in a report.
First, select statements within the left menu in the report builder. To open the left menu, click on the icon for statements.
If you have any statements included in the report, they will be displayed here. Statements act differently than metrics because statements can format to multiple pages when there are many accounts. A statement will always format itself based on its length.
To include a statement, select add statement, and then select which statement you want to include. Select the name and then select add next to it.
You will notice an alert that shows the statement has been added. The newly added statement will default to the last page of the report.
Second, to edit a statement, select the edit icon above the first page of the statement. This will take you to the statement editor.
You will notice it is almost identical to the metric builder. The statement will default to being locked, which means that if your bookkeeping file is updated and accounts are added, deleted, or merged, then the statement will automatically update with those changes.
If you unlock the statement by clicking the padlock icon at the top or by using the mapping tool, then any future changes to accounts will not be updated.
An unlocked statement allows a user to remap the financial statement. Once unlocked, you can add custom rows, remap the account hierarchy of accounts and sub-accounts, and delete accounts.
Sometimes a client may need some customization that requires additional account mapping. Typically with statements, most users will keep them locked, so the accounts automatically update as account changes happen.
If a statement is Unlocked, you can click the missing accounts button to add in COAs that were not added to the unlocked statement.
To decide what to display, use the drop-downs to fully expand the statement or collapse certain sections. You can also use the eye icon to select or deselect accounts to have them displayed or not. If you want to add additional columns of date ranges or custom data, select the add column button. Adding columns is allowed and won’t change the state of the statement to unlocked.
On top of the statement is a menu. You can add this statement to your templates.
You can change the page size from portrait to landscape. When you do that, the content within the statement will update and format for you.
You can change the statement location by selecting the move icons.
Lastly, You can also duplicate the statement or delete it. Remember that statements do not work the same way as other pages, so this is why all of the editing is done by selecting the edit icon on the top of the first page of the statement. You can’t add any additional content to this page because of the unique structure of statements.
Below is a video tutorial to walk you through the process of adding statements.
Let us know if you have any further questions.
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