The Ledger
The Official Blog of The Financial Edge

Blog Info


The Financial Edge Links

F9 for The Financial Edge Reporting Wizard

So I have been using and testing F9 for The Financial Edge (F9) for a few months now.  There are several things I love about this Excel tool, but the one piece I endorse over the rest is the reporting wizard.  The reporting wizard has tremendous flexibility, is easy to use, and you can turn a blank spreadsheet into a completed financial report in no time at all.  Not only is the report quick and easy to set up, the cells are formatted to allow the report criteria to be changed and then recalculated simply by pressing F9 on your keyboard.

The reporting wizard also provides amazing options for reporting.  For example, if you would like to run a report for 2008 and then run the report for 2009, all you need to do is change the fiscal year on the report and press F9.  In a matter of seconds you have a brand new report for 2009.  

What I love most about the reporting wizard is the ability to not only define the fields that appear in the rows but also the fields that appear in the column headers.  For example, if I am looking for a report that shows all my Revenue accounts and how much balance they have in each project, I can create this report in about 1 minute using the report wizard.  I first define what accounts I would like to appear in the rows and then define what projects I would like to appear in the columns simply following the wizard and choosing what accounts and projects to define. 

I am very excited about this new offering, which will be available in quarter four of this year.  If you have questions or would like additional information, please take a look at our F9 user guides or contact your account manager. 


Leave a Comment

(required) 

(required) 

(optional)

(required) 


Enter the numbers above: