Reports will help you meet the requirements of any financial and business intelligence. Reports allow you to obtain the necessary data on the state of the Company and make management decisions based on these data.
The most common types of reports can be created in Hubcloud. This classification will be useful to users of the service and will allow you to quickly choose the right approaches to creating the required reports.
Custom Set Report
It is a set of different values. Typically, values are calculated from different sources – Registers.
In the report, you can perform additional calculations based on the values extracted from the system. An example is a report – Balance sheet in Fig 1. The values of the balance sheet items are balances for various Registers, and the verification total is calculated using the formulas specified in the report.
To implement this type of report in the Hubcloud service, see more Custom Set Report
Fixed Table Report
Fixed Table Report is a table of a fixed structure. In addition to the table, the report can include totals calculated by formulas, as well as simple numerical indicators.
This type of report is used very often
For example, see the report in Fig 2. Cash flow report. The first line displays the amount of the initial balance. Next, the table displays the amounts for each budget item. The table below shows the total amount at the end of the period.
To implement this type of report in the Hubcloud service, see more Setting up the Fixed Table Report.
Pivot Table Report
Pivot Table is a powerful data analysis tool. Based on one data set, the pivot table allows you to group data and calculate totals in user-defined sections. The pivot table includes many reports at once.
As an example, see the report in Fig 3. Sales report. The report contains sales data for various branches. Users can customize the report.
To implement this type of report in the Hubcloud service, see more Setting up the PivotTable Report.
Cross Table Report
Cross-table reports are a grid defined by analyst values, at the intersections of which there are numerical values corresponding to the values of analyst data.
A special case of reports of the Cross Table type is calendar reports in which periods are located on one of the axes: Months, Weeks, etc.
As an example, see the report in Fig 4. Payment schedule.
To implement this type of report in the Hubcloud service, see more Setting up the Cross Table Report.