financial edge visual chart organizer (m packard uc15)
TRANSCRIPT
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FINANCIAL EDGE VISUAL
CHART ORGANIZER Presented by: Mike Packard, Senior Consultant
Blackbaud K-12 Group
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What is it?
In General Ledger 7, the
Visual Chart Organizer
(VCO) is a powerful
tool that provides great
flexibility in reporting
by allowing you to
arrange your accounts
and total or subtotal
output in various ways.
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• All Financial Statements
Reports in General Ledger.
• Chart of Accounts Report
• Chart Validation Report
• General Ledger Report
• Trial Balance Report
• Working Capital Schedule
Reports that use a VCO
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Default Template
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“Leveling”
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Where to Start?
• Map an outline of what you want your headers to
be and then you’ll know where to level your
detail.
• Know whether you’ll be able to define detail by
account ranges or if you’ll need advance
filtering.
• Define where you want totaling and sub-totaling.
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Examples
Header
Header
Header Total
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Examples
Header
Header
Header Total
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Detail
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Filtering and Advanced Filtering
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Filtering and Advanced Filtering
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Take it to the Report
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Column Options
Columns
Functions
Ranges
Filters
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Pay Attention to Detail
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QUESTIONS?
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