Getting Started

What is Reporting?

Reporting is the new way to run Inn-Flow's accounting reports in Business Intelligence. You can work with several reports in one Workspace, set the date range and properties once, and save the setup to run again.

Is this the same as Essential BI?

Yes. Essential BI is the name of the release. In Inn-Flow, you'll find it under Business Intelligence > Reporting.

Do I need a new permission?

No. Your existing Inn-Flow report permissions carry over, so you see the reports you already have access to.

Why don't I see a report I use today?

Either the report hasn't been added to Reporting yet, or you don't have permission to it in Inn-Flow. Reports are being added over time, starting with the most-used reports.

If you see No Reports Available, ask your administrator to check your report permissions.

Are the reports I use today going away?

No. The existing reports in Inn-Flow remain available. Reporting is a new experience alongside them.

Working with Reports

Can I run a report for several properties at once?

Yes. Select multiple Properties. The report shows each property alongside a combined total.

Can I see only the combined total?

Yes. Open Report Settings and turn on Hide Properties, Show Combined Only.

Where do I choose Accrual or Cash?

In the toolbar of each report. Each report in a Workspace can use a different basis.

I can't find a column I need. Where did it go?

It may be hidden. Open Report Settings and check Hide / Show Columns.

Why does my report have a note about active accounting periods?

The report includes periods that haven't been closed yet. Figures for those periods are not final and can change.

Why are Trial Balance dates rounded to full months?

Trial Balance reports by accounting period, so the date range is rounded to full months.

Can I drill down from the General Ledger to the original transaction?

[CONFIRM: available at GA?] 

Does a saved Workspace update with new data?

Yes. A saved Workspace stores your setup, and the reports show current data each time you open it. [CONFIRM]

Can I share a saved Workspace with my team?

[CONFIRM]

What formats can I export to?

Excel and PDF.

Can I email a report or schedule it?

[CONFIRM: email and scheduling availability at GA]