As we continue to enhance the user experience of DataShare portals, we’ve made some changes to how our reports are organized on DataShare View.
Please see below for details and contact your Account Manager with any questions.
The DataShare reports in each engagement have been reclassified into the following categories –
- Reporting Packs
- Financial Reports
- Now includes Financial Snapshot, Income Statement (standard), Balance Sheet (standard), and Cash Flow Statement
- General Ledger
- Now includes Tax, Bank, and Journal Entry reports
- Receivables Ledger
- Payables Ledger
- New Report Structure visual
Previous Report Layout New Report Layout
- A new ‘Reset’ button has been added to reports which allow you to quickly reset the report back to the default after any changes to the time period or variance are made.
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