Navita Support Forum

Refresh

Updates the report with the selections made by the user

Add shortcut

A fuction to store display settings made in a standard report as a separate report in the "Report Shortcuts" list. The new report can later be opened under Gallery on the Reports menu

PDF and Excel icons

Download the report as a PDF or Excel file

Short/Long form function

The options shown in the drop-down menu vary depending on the standard report. The income statement opens with a Short form view by default, and you can switch the view to Long form to display the Operating Margin and Gross Margin lines.

Comparison/Month by month function

The comparison view compares the Actuals with the budget and the previous year's statement. In the Monthly view, the data level selected (e.g. the Actuals) is displayed monthly or in another selected viewing resolution.

Zoom function

Allows to adjust the size of the table view. The default is 100%.

Organization

Specifies the organizational level which values are displayed in the report. Clicking the text field opens a dialog box from which the desired organizational level can be selected. More than one cost center can be selected for the report.

Dimensions

If there are cost objects in dimensions, this menu can be used to filter information from the objects for the report. 

Reporting month

Specifies the period of time for which the report is generated. You can use date references (such as {BAP}) or enter the desired month.year in format, for example, 11.2020.

Reporting rows

From the selection, you can specify the report lines to display on the report.

View factor

Specifies the factor for values displayed in a report (for example, a 1000 factor)

Columns

Hide columns (Month, Cumulative, Year) displayed in a report and select a data level per column

Hide empty rows

Hide empty rows (unless there is a row always forced to appear in the report definition) or displays all rows, including those without numeric values.

Chart 1, Chart 2

Edit charts on the second page of the report

Table

Opens a window in which you can change the visual properties of a table, such as font or cell size. For more information, see instruction 'Table Display Settings'.

From & To

Specifies the period of time from which the report is generated. You can use date references (such as {BAP}) or enter the chosen month and year, for example 10.2020.

Mode

Specifies the combination of values for the selected time period in columns. Possible options are Month, 2 months, 3 months, 4 months, 6 months, Year and Interval. The values are combined into periods defined in viewing accuracy, taking into account the type of values (current, cumulative, closing balance sheet, opening balance sheet). If the selected resolution column does not fit entirely within the selected date range, the program skips the To date and includes data from subsequent months in the combination column.

Values

The selection determines the format of the numbers in the table on the time axis. Options are Auto, Flow, Cumulative, Opening Balance and Closing Balance. The list varies by report. Auto means the default way the numbers are represented by the program. Flow means the change in the period. Cumulative calculates the cumulative value from the beginning of the fiscal year or calendar year (even if those months are not shown in the report). The closing balance sheet is the accumulated value calculated by the program as the sum of all previous changes (and reconciliations) at the end of the period, and the opening balance is the accumulated value at the beginning of the period, respectively.

Data level

The data level to be used in the report is selected from the control. By default there are three data levels in Navita: Actual, Budget, Forecast.