How To Utilize Your Enterprise Reports

What you need to know: 

Running a report by an enterprise or department allows you to review income, expenses, and net profit for a specific area of your operation. This helps you compare performance across areas, identify where revenue is being generated, and where costs are incurred, which will help you make more informed business decisions. 

What you need to do: 

  • Ensure all transactions have been completed for the period to be viewed on the report. 

  • Confirm that all accounts have been assigned to the appropriate enterprise with the correct percentage. 

How to (Step by Step): 

Enterprise – 5 year comparison report: 

  1. Click Reports.  

  2. Select Enterprise - 5 year comparison. 

  3. The standard report will be generated, however you can use the drop-down menus to adjust the following: 

    - Per page: Choose the number of lines in the report. 

    - Enterprises: Select which enterprise to show in the report. 

    - Accounts: Choose if you want All accounts, Single account, or an Account range. 

  4. Method: Select Cash or Accrual. 

  5. You can print the report with the Printer icon, or export to Excel, PowerPoint, CSV, or XML with the Export icon. 

 

Enterprise report: 

  1. Click Reports.  

  2. Select Enterprise report. 

    Note: The enterprise report can only be downloaded to CSV format.  Depending on your operation, the number of current enterprises could be so large that the report will not fit on a single page.  Downloading the report to CSV makes viewing and comparing amounts much more efficient. 

  3. Choose the report Method: Cash or Accrual in the drop-down menu. 

  4. Select the Date format using the drop-down menu. 

  5. Click Download to generate and download the report. 

 

Transaction with enterprise splits: 

  1. Click Reports.  

  2. Select Enterprise report. 

    Note: The Transactions with enterprise splits report can only be downloaded to CSV format.  Depending on your operation, the number of current enterprises could be so large that the report would not fit on a single page.  Downloading the report to CSV makes viewing and comparing amounts much more efficient. 

  3. Choose the report Method: Cash or Accrual in the drop-down menu. 

  4. Use the drop-down menu to Sort report by Transaction # or Date. 

  5. Select the Date format using the drop-down menu. 

  6. Use the Account drop-down menu to choose if you want All accounts, Single account, or an Account range on the report. 

  7. If you want to display Only transaction not using the default split value, select the check box. 

  8. Click Download to generate and download the report. 

References and Additional Resources 

  • How to Manage Your Enterprises 

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