Run other operational reports in Wiise

Why run other operational reports in Wiise? 

Operational reports provide detailed insight into your everyday business process. These reports help your business track performance and provide insights to help make informed decisions.   

How to run other operational reports in Wiise? 

There are various types of reports available in Wiise that you can run to monitor your business performance.  

Standard Reports 

1. Standard Reports: You can view a list of standard reports in Wiise and add your selection of frequently used reports to favourites.  
   1. Search for Standard Reports on the top right-hand corner of your page.  
   2. Standard reports in Wiise are a compilation of all Finance Reports found in Wiise. It starts with the Wiise Reporting Packs, to General Ledger, GST reports, including Payables, Cash Management Reports, Fixed Assets and more for your business to use.  
      
      
   3. You’ve now run the necessary standard reports for your requirements.  

Financial Reporting 

1. You can gain insight into the financial data from your chart of accounts, analyse figures in the general ledger accounts or compare data between the general ledger and budget entries.  
   1. Search for and select Financial Reports from your top right-hand corner of the page to view all financial reports set up for your business. You can use an existing set up report or create a new one to add user-defined reports to the page. 
      
   2. On the Financial Reports page, select the report to print. Then, select Print. 
       
   3. Fill in the fields as necessary. On the Printer field, select the device from which you’ll print the report.  
   4. Select Preview & Close to review the transactions on the report before you select Print.  
   5. If you need to recalculate the report, access the report and select Process, then select Recalculate.  
      
   6. Preview the report again and then proceed to print. 
2. You’ve run the Financial Reports.

Analysis Views

1. Search for Analysis Views on the top right-hand corner of the page. The Analysis Views page displays.  
   
   Note: You can update your analysis view card with a selected combination of dimensions to view with the option to either manually or automatically update the analysis view when new ledger entries are posted.  
   1. Select an existing set up analysis view card or create a new analysis view and update your set up.  
   2. Select a relevant set up analysis view card row, then select Analysis by Dimensions. 
      
   3. The Analysis by Dimension request page displays.  
      
   4. When you have set the desired filters, select Show Matrix to run the report. 
   5. The Analysis by Dimensions Matrix is generated based on the requirements where the G/L account Show as Lines and Period Show as Columns.  
      
2. You’ve run the analysis view by dimensions matrix. You can export this to excel as well.  

G/L Balance by Dimensions

1. G/L Balance by Dimensions: The G/L Balance by Dimension report allows you to view and analyse your financial data in a granular and insightful manner. Accessing a detailed and segmented view of your financial data enables you to make informed decisions and implement targeted strategies for your business.  

1. 1. Select Chart of Accounts from your Wiise landing page. Then, select Balance. Then from the drop-down menu select G/L Balance Dimension.  
      
   2. On the report request page, set various filters to tailor the report to your needs. You can filter by date range, dimension values, or G/L account numbers.  
      
   3. When you have set the desired filters, select Show Matrix to run the report.   
   4. The G/L Balance by Dim. Matrix report displays the account balances segmented by the selected dimension values.  
   5. The Matrix shows column views by Month, the Amount field is shows against each G/L account. 
      
2. You’ve run the G/L Balance by Dimension matrix.  
   
   

What’s next? 

Find out how to write off bad debts.  

Need more help?  

No problem, that's what we're here for. Reach out to support@wiise.com anytime you can't find what you're looking for.