In Qvinci for Accountants and Qvinci for Franchises the following base reports (available from the left navigation bar under the Reports tab) may be memorized as favorites, templated in the Report Styler and/or enrolled in Packages.
Reports Available for Memorization (Not Templating or Packaging)
The following base reports may be memorized so that the selected frequency, date range and report settings do not need to built each time the report is needed. Instead a user may build the report once, memorize the report, and then find the report in Reports & Libraries > My Reports when future access is needed. All reports that are memorized, when loaded in the future, will render data in the context of the Client / Company and Entities / Locations that are selected when the memorized report is run.
- Trial Balance
- Sales by Customer
- Expense by Vendor
Reports Available for Templating and Packaging
The following base reports may be turned into Templates and enrolled in Packages so that the reports may be customized and added to a report compilation for export. Templates may be accessed in the future from Reports & Libraries > My Reports when access is needed. All reports that are templated and/or packaged, when loaded in the future, will render data in the context of the Client / Company and Entities / Locations that are selected when the template is Previewed, exported or downloaded.
While the above reports are available only for memorization of specific date ranges, frequencies, Locations/Entities and other settings, Qvinci's templating feature allows for use of the same report templates across many clients. The following based reports may be templated and/or packaged for true custom reporting capabilities.
- Profit & Loss
- Balance Sheet
- Cash Flow
- Peer Benchmarking (P&L and Balance Sheet)
- Profit & Loss (Weekly)
- A/R Aging
- A/P Aging