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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