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Getting Started with Snapzl
07
How to Build Financial Reports
Snapzl provides a user-friendly interface for easy arrangement and organisation of financial data in reports. Users can select the specific financial data they want to include in their reports and offers granular control over the content.
Note: In creating your financial reports with Snapzl, make sure you have connected with an organisation, created a reporting group, and mapped your chart of accounts.
1. Log in to Snapzl and go to the home page.
2. On the left side of the page, locate and click on "Report Portal."
3. Inside the Report Portal, click the "New" button to create a report template.
4. A panel named "New Report Definitions" will appear.
5. Enter a name for your report, add a description (optional), select the reporting group, and you can assign a category.
6. Click "Save" to create your report. Your newly created reports will be displayed in the list. Then, click on the report you want to work on.
Building your Report Template
1. To start building your template, click the "New" button within your selected report.
2. Choose from various components such as Section Lines, Title, Total, Blank, and Rich Text.
3. For a Title Component:
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Click the "Title" button from the dropdown.
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Enter the title name and description.
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Click "Save."
4. For a Section Lines Component:
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Click the "Section Lines" button.
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Enter section line details, including name, description, header, footer label, and set the ledger sign.
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Click "Save
Before adding accounts, you must add a line first.
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a) Select your created Section Line and click the "Edit" button.
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b) You can add multiple lines under this section by clicking the "New" button.
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c) Enter Line details, including name, description, ledger sign, and line type.
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d) Click "Save."
Adding accounts to sub-lines:
a) Still within the Section Line page, select the line you’ve created and click the "Add or Remove" button.
b) Select accounts from the "Add Accounts" panel.
c) Choose accounts from the list or filter by account type for easier selection.
d) Click 'Save' to add the selected accounts to your created line. The added accounts will then appear on the list.
5. For the Total Component:
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Make sure there are section lines created before adding a Total component.
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Click the "Total" button.
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Provide a name for the total, select a ledger sign, and pick the section lines you want to incorporate.
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Click "Save" to finalise.
6. For the Visual Charts: (Coming soon)
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Ensure that section lines have been established.
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Choose the "Visual (charts)” from the drop-down menu.
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Provide a name for the chart, you can add a description, select a line component, and pick a chart type and size.
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Enter the necessary details for the chart properties, such as X-axis value and Series. Optionally, you can limit or sort the series.
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Click "Save" once done.
7. Run your reports by clicking Run Report button from Report Definitions. Normal users can view reports from Report Portal section. You can share the link of the report, download as PDF or CSV file and add it to your bookmark.
