Financial Report(Tree)
Introduction
In financial management, the Financial Report (Tree) is a powerful tool designed to provide a structured and comprehensive overview of an organization's financial performance. This report is structured hierarchically, resembling a tree-like visual representation. Each branch of the tree represents a distinct financial category or account, allowing stakeholders to navigate through various levels of financial data easily.
Business Process
In a dynamic tech company, the finance team adopts a Financial Report (Tree) system to manage diverse operations. At the end of each quarter, they compile financial data into a tree-like structure, mirroring the organizational hierarchy. Executives and managers use a user-friendly interface to navigate through branches, customize views, and analyze key financial metrics. Visualizations aid in quick comprehension, and robust access controls ensure data security. The regular updates of the financial report tree empower decision-makers to drive strategic financial decisions and allocate resources effectively across projects and departments.
Tabs
Execution - Financial Report(Tree)
Selection fields
1) Organization: The user has to select the Organization in this field to generate reports for the particular organization.
2) Year: Select to choose the financial year in this field to fill in the year data.
3) Period: Select the period in this field to filter the selected month data to populate.
4) Report: Select the report name in this field to generate a report
5) Project: Select a project parameter to see data against it.
6) Activity: Select an activity parameter to see accounting data against it.
Output fields
2) Based on the Report Column Configuration, you can see the yearly, Quarterly and Monthly Reports.