Financial edge visual chart organizer (m packard uc15)

FINANCIAL EDGE VISUAL

CHART ORGANIZER Presented by: Mike Packard, Senior Consultant

Blackbaud K-12 Group

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.

• 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

Default Template

“Leveling”

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.

Examples

Header

Header

Header Total

Examples

Header

Header

Header Total

Detail

Filtering and Advanced Filtering

Filtering and Advanced Filtering

Take it to the Report

Column Options

Columns

Functions

Ranges

Filters

Pay Attention to Detail

QUESTIONS?

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