NOTE: Non-Financial Syncing is only available if requested by an account Admin; if it has not been enabled for your account, you may not see some of the options discussed below. Please contact Qvinci support for more information.
Adding Non-Financial Data to Templates
Qvinci Gallery templates by default contain only financial data. To add it, you'll need to use the Column Chooser and choose the date range and other column settings. You'll also need to code in a Non-Financial section into the template.
NOTE: Because Non-Financial data requires its own macro from the Column Chooser, it's best to insert your Non-Financial section either at the very top or very bottom of your report. You can then reference specific accounts in this section in formulas elsewhere.
Add Non-Financial Macro to Template
- Go to Reports & Libraries > Libraries to open the template that needs Non-Financial data
- In the same column that has the macros for your financial data, click into the cell where your Non-Financial column settings should go
- Because Non-Financial data requires its own macro from the Column Chooser, it's best to insert your Non-Financial section either at the very top or very bottom of your report. You can then reference specific accounts in this section in formulas elsewhere.
- In our example below, we'll add the Non-Financial section below the rest of our report
Our cursor is placed in Column D because that is where our financial macro is in Cell D9
- Click on the Column Chooser icon in the left navigation bar
- In the "Report Type" section, choose Non-Financial from the dropdown menu
- If you have financial data in the same report in the column above, the settings here should match those you have set elsewhere in the report. In our example above, you'd want to use the same date range settings set in Cell D9.
- Click Submit in the top right
Add Non-Financial Section
As with other sections of the report, the Non-Financial section needs to be coded into the template hierarchy in Column B. It will look similar to existing sections, like the Income or Expense sections.
- In the column containing your other sections, click into a cell that is below your Non-Financial macro
- Type in Non-Financial as the section header. As with all section headers, you must type Non-Financial with correct spelling/casing etc., or the system will not recognize which data should go here.
- If you would like the system to dynamically populate your Non-Financial data, add your %%headers%%, %%accounts%%, and %%totals%% macros that go in each section
- TIP: It's easiest to copy these macros from another section and paste them below Non-Financial
- If you will need to reference any of your Non-Financial accounts elsewhere in the report, for example in a formula, you will need to hardcode your Non-Financial accounts into the template
- At the end of the Non-Financial section in Column B (either after the %%totals%% macro or after you have hard coded all Non-Financial accounts), type in Total Non-Financial to close out the section
- From the left menu, click on Save, then Preview to see your changes
- You can also hide sections that do not need to populate in the final report. For example, you could hide the rows with the Non-Financial header and Total Non-Financial, or the row with the Non-Financial macro.