Financial Reporter module, features

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Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

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The Financial Reporter module gives you virtually unlimited flexibility in report design. Use the Financial Statement Editor to create, copy, or modify custom financial statements that can also include bitmap images and full-color charts or graphs.

Example

A number of pre-defined statements are already included with your Write-Up CS and Trial Balance CS applications. You may modify and copy the sample statements, then resave them as global or client statements (unique to the currently selected client).

Powerful reporting capabilities

  • Design your own statements and reports using the powerful Financial Reporter module, with its easy-to-use, row-and-column matrix that is similar to the Windows-based spreadsheet tools you are already familiar with.
  • Add financial notes and comments, correct alignments, modify font settings and color selections, add your own logo or other bitmaps, and so forth.
  • Add a new dimension to your statements and reports by creating your own customized, full-color line graphs, bar graphs, and pie charts.
  • Choose your own preferred collation sequences and quantities for the standard reports, customized financial statements, and transmittal letters, and set up an unlimited number of customized report profiles that include all of the reports and statements that you run for each client.

Related topics

Editing financial statements, overview

Financial Reporter Tutorial (PDF)

Sample Statements and Chart Examples (PDF)

Sample financial statements (list)

About the Financial Statement Editor

Frequently asked questions

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