1. User Permissions
All type of Advanced Users can be given access to the Financial Report Designer. Only Super Users with Tasks/ Bookings/ Rates permission will be able to view Rates. Task Users will be able to use Financial Reports to generate e.g. utilization reports.
Set the corresponding permission to Yes in the User Permission Profile.
2. Where to access the Financial Report Designer.
- From the Edit Project window:
- For reports on single Projects.
- Open the Project.
- Click on the Report icon at the bottom of the window.
- Select Financial Report.
- From Toolbox > Projects / Media Orders:
For reports on single or multiple Projects / Media Orders.
Go to the Toolbox > Projects tab / Media Orders tab.
Select one or more Projects / Media Orders using 'Control' click (PC) or 'Apple' click (Mac). The yellow highlighted lines will be included in the report.
Click on the drop-down arrow on the top left corner - also accessed through right-mouse click (PC) or ‘Control’ click (Mac).
Select Financial Report On Selected Projects / Media Orders.
- From the Advanced Project Search:
For reports on single or multiple Projects / Media Orders.
The Advanced Project Search is a powerful search engine that allows searching and reporting on multiple Projects, Media Orders, Bookings and Project Work Orders.
Open the Advanced Project Search from the Toolbox > Projects tab / Media Orders tab > select it from the drop-down arrow on the top left corner.
Make the search according to any specific and combined criteria. For more information on how to do combined searches, please refer to the Advanced Project Search Manual.
- Multi-select the Projects / Media Orders / Bookings / Project Work Orders with 'Control' click (PC) or 'Apple' click (Mac). The yellow highlighted lines will be included in the report.
- Click on the drop-down arrow at the top left corner of the search results window - also accessed through right-mouse click (PC) or ‘Control’ click (Mac).
- Select Financial Report On Selected Projects /Media Orders / Bookings/ Project Work Orders (x) - ‘x’ indicates how many are selected.
- From Invoice Creator and Invoice Manager:
For reports on Invoices.
Open the Invoice Creator / Invoice Manager from Options (at the top left corner of the Farmers WIFE desktop application).
Use the search filters to narrow the search according to a specific search criteria.
Select one or more Invoices with 'Control' click (PC) or 'Apple' click (Mac). The yellow highlighted lines will be included in the report.
Click on the drop-down arrow (also accessed by right-mouse click on Windows or ‘Control’ key plus mouse click on Mac).
- Select Financial Report On Selection.
- From Toolbox > Objects:
For reports on specific Objects.
Go to the Toolbox > Objects tab.
Select one or more Objects with 'Control' click (PC) or 'Apple' click (Mac). The yellow highlighted lines will be included in the report.
Click on the drop-down arrow at the top left corner of the Toolbox Object window - also accessed through right-mouse click (PC) or ‘Control’ click (Mac).
Select Financial Report On Selected Objects.
A window with option to Choose Start and End Dates will open to define the time range for the report. Select a start date from the left, and an end date from the right.
- From Toolbox > Object Classes:
For reports on specific Object Classes or the Objects belonging to those Object Classes.
Go to the Toolbox > Object Classes tab.
Select one or more Object Class with 'Control' click (PC) or 'Apple' click (Mac). The yellow highlighted lines will be included in the report.
Click on the drop-down arrow - also accessed through right-mouse click (PC) or ‘Control’ click (Mac).
Select Financial Report On Selected Object Classes.
- A window will open to select to report on:
- The Objects Booked With That Class
- The Pure Object Class
- The first option will report on the Objects that were booked using the selected Object Class. And the second option will report on the Object Class itself, if no Object has been allocated yet. You can choose one or the other, or both depending on the result you are looking for.
If e.g. you are reporting on a period of time when some Object Classes might still not have Objects allocated, you need to choose both options. - A window with option to Choose Start and End Dates will open to define the time range for the report. Select a start date from the left, and an end date from the right.
- From Budgets:
- For reports on a Budget.
- Open the Budget from the Budget button within the Edit Project window.
- Click on the Report icon at the bottom right corner of the window.
- Select Financial Report, or choose any of the available templates (see more details in the Budgeting Manual).
- From Long Form > Object Tree:
For reports on specific Object within a (saved) view
9. From Long Form > Project Tree:
- For reports on one or multiple projects directly from Project Tree.
- Use Hotkeys to quickly re-run a report.
