Table of Contents Reports, Account Analysis Report, Inventory Report, TouchNet Deposit Detail Report, General Accounting Dashboard
How to navigate to the Table of Contents within WyoCloud Reports and Analytics.
Step-by-step instructions on how to automatically schedule a report from the Transactional Reporting Table of Contents dashboard to run for large reports that take time or to schedule a report to run each week/month on a specific day.
How to navigate to and schedule the account analysis report. Formatting the report for use using the account analysis pivot macro. Reading the Account Analysis Report.
How to change currency preferences to Ledger Currency to ensure reports are populating correctly.
Navigating the General Accounting Dashboard. Recommended uses to review actuals data or budget to actuals data.
How to access and interpret the Inventory report. This report is used by Asset Management for the two-year rolling inventory review process and can be utilized by departments throughout the year to view and track their assets.
How to access and read the TouchNet Deposit Detail Report.