Learn what options are available for your firms standard reporting and the process to set them up
The initial account set up for your firm will include the selection of a reporting dashboard and template. What is selected creates the Jirav Reporting Reference Account which is an account that is not connected to an accounting system and is used to create Client Jirav Accounts to be connected to an accounting system with the relevant initial reporting settings for your firm.
Once you have connected the Client Jirav Account to the relevant accounting data you can further customize the dashboards and reports for the needs of the specific client.
The Jirav Reporting Reference Account can be found in your company dropdown menu upon login or from within partner portal.
Helpful Hint: You have the ability to further customize the Jirav Reporting Reference Account once the account has been created for your firm. Common things to change would be inserting your firm logo and name into the reports.
Standard Dashboards & Reporting Templates: Jirav has developed a set of standardized dashboards that accounting firms commonly use. There are four dashboards firms can choose from during the Form Onboarding phase and can apply these templates for future clients.
The Dashboard Templates are the following:
- Dashboard A - a graphically focused set of dashboards views that include: change in cash, A/P and A/R balances, Income statement, revenue, COGS, gross margin, and more
- Dashboard B - a tabular focused set of dashboards views that include: the majority of the KPIs found in dashboard A.
- Dashboard C - a blend of focused graphics + tabular views that include: the majority of the KPIs found in dashboard A + B
- Dashboard D - a graphically focused set of per employee KPI dashboards views that include: revenue per employee, margin per employee, OpEx per employee and more.
The Reporting Templates are the following:
- Report A: A monthly reporting package that includes an exec summary trailing 12 months, last month vs prior year variance, income statement trailing 12 months, last month & YTD variance, by department, balance sheet, and cash flow statement.
- Report B: A monthly forecast reporting package that includes exec summary, income statement, income statement by department, balance sheet, and cash flow statement.
- Report C: A monthly reporting package that includes exec summary, balance sheet variance, balance sheet trend report, and income statement variance and trend reports.
- Report D: A monthly reporting package that includes a combination of reports A-C.
- Report E: A monthly reporting package that includes a combination of reports A-C
