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Dynamic Financial Report

206.40 258.00

Required Apps
  • oi_excel_export
  • oi_pdf_viewer
  • oi_action_file
Technical Name
oi_financial_report
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Elevate your financial analysis with our comprehensive Financial Reports module. This powerful tool is designed to provide businesses with dynamic, customizable, and detailed accounting reports directly within the environment. Move beyond standard reporting and gain the flexibility to generate in-depth financial statements such as the Balance Sheet, Profit and Loss, and General Ledger. By offering advanced filtering, drill-down capabilities, and easy exporting options, this module empowers you to get a clearer, more accurate picture of your company's financial health, facilitating smarter, data-driven decisions.

  • Generate a wide range of dynamic financial reports, including Balance Sheet and Profit and Loss.

  • Create detailed General Ledger, Partner Ledger, and Aged Partner Balance statements.

  • Produce comprehensive Trial Balance and Cash Flow Statement reports.

  • Utilize advanced drill-down features to inspect data from the report down to the journal entry.

  • Apply powerful filters by date range, journals, accounts, partners, and analytic dimensions.

  • Seamlessly export all financial reports to both PDF and XLSX formats for analysis or distribution.

  • Compare financial data across different periods to track performance and identify trends.

  • Configure and save custom report templates to streamline your reporting workflow.

  • Achieve a deeper understanding of your company's financial performance.

  • Accelerate data analysis and improve the accuracy of your financial insights.

  • Save significant time by automating the generation of complex accounting reports.

  • Enhance strategic decision-making with access to comprehensive and flexible data.

  • Centralize all your essential financial reporting within a single, integrated solution.

  • Increase efficiency by exporting clean, professional reports in universally used formats.

"Faster Data Analysis, Improve Productivity and Consistency"

This module allows users to generate dynamic and configurable financial reports in Excel format.

Empower users to create their configurable reports to see the data behind the numbers and get instant answers to critical business questions.

Data analysis is essential for measuring how your organization is performing. Having all the data on one page makes analysis easier and faster. With “Dynamic Financial Report” module, you can easily view all the accounting data of your company in a comprehensive report. Also, this feature helps you to save time by harnessing the power of Excel with Openinside’s specially designed integrated module. This solution is integrated, seamless and offers all the data analysis functionality the user needs as an accountant.

Menus

  • Accounting

    • Configuration

      • Excel Reports
        • ⁕ Report Source

          ⁕ Report Template

          ⁕ Report Dimension

          ⁕ Aged Partner Balance

          ⁕ Entry Details Template

    • Reporting

      • Excel Reports
        • ⁕ General Ledger

          ⁕ Summary Report

          ⁕ Journal Entry Details

          ⁕ Aged Partner Balance

Key Features

  • Fully integrated.

  • Improves financial report accuracy.

  • Support for both PDF and Excel formats.

  • Fast creation of configurable reports in Excel.

  • Better and more accurate view of the financial data.

  • Facilitates understanding of the information behind the data.

  • High flexibility to create different templates based on various criteria.

  • Accelerates and facilitates a better understanding of the financial data.

Overview

How this feature works

Wide range of attribute configuration