Report Overview
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      Report Types

      Overview of each type of Report available to include in Report Templates

      There are a variety of Report Types available to create your Report Template. An overview of each type of Report is available below. 

      Index Page

      The Index Page automatically generates a summary of all reports within the template. Exporting the Index Page to PDF will also include page numbers. 

       

      Cover Page

      The cover page will automatically show the Company Name, Report Template Name and Prepared On as of the Date the template was created. Optionally modify the cover page by clicking on the pencil icon to the right of each field. 

      Executive Summary

      The Executive Summary is a 4-in-one report that highlights the key performance metrics for your business.  

      1. Income Statement Chart
        Automatically populates a graphical view of the Income Statement & Cash reflective of the plan & time periods included in the report. You can Show it or Hide it by clicking on the three dots next to the Report Title.
      2. Customizable Key Metrics
        Defaults to display the Cash Balance and Change in Cash. Select Edit Rows to customize which metrics appear. For example, a SaaS business may wish to highlight Customer Acquisition Cost & Lifetime Customer Value in this section. 
      3. Income Statement Summary
        Automatically generates an Income Statement Summary. Optionally select Edit Rows to modify the Income Statement Summary by adding or hiding details. 
      4. Headcount Overview 
        Automatically generates Headcount by Department at the bottom of the report. Optionally select Edit Rows to disable this. 

      The Executive Summary defaults to show YTD Actuals for the current year by month. Select Edit Columns to add a column with Notes, adjust Source(s), Data Range, Show Dates by Months / Quarters / Year Halves / Years / Total, and optionally include a Variance Analysis. 

      Income Statement

      The Income Statement report defaults to show the Income Statement YTD Actuals for all Departments for the current year by month.

      Select Edit Rows to optionally show or hide Income Statement details.

      Select Edit Columns to show the right Departments, add a column with Notes, adjust Source(s) and Data Range, Show Dates by Months / Quarters / Year Halves / Years / Total, and optionally include a Variance Analysis. 

       

      Income Statement by Department

      The Income Statement report defaults to show the Income Statement for the current year Actuals by Department with the Departments as columns. 

      Select Edit Rows to optionally add or hide Income Statement details.

      Select Edit Columns to show the right Departments, add a column with Notes, adjust Source(s) and Data Range, Show Dates by Months / Quarters / Year Halves / Years / Total, and optionally include a Variance Analysis. 

       

      Balance Sheet

      The Balance Sheet report defaults to show the Balance Sheet Actuals for the current year by month.

      Select Edit Rows to optionally unhide zero rows. 

      Select Edit Columns to add a column with Notes, adjust Source(s) and Data Range, Show Dates by Months / Quarters / Year Halves / Years / Total, and optionally include a Variance Analysis. 

       

      Cash Flow Statement

      The Cash Flow Statement report defaults to show the Cash Flow Actuals for the current year by month.

      Select Edit Rows to optionally unhide zero rows. 

      Select Edit Columns add a column with Notes, adjust Source(s) and Data Range, Show Dates by Months / Quarters / Year Halves / Years / Total, and optionally include a Variance Analysis. 

      To adjust which accounts roll up to the Operating, Investing & Financing Cash Flow sections, go to Setup ⚙️ and select Cash Flow from the Setup dropdown (see more).

       

      Workforce

      The Workforce report shows Cumulative Headcount, New Headcount and Salary by Department. The report defaults to show this data for the current year's actuals by month.

      Select Edit Rows to optionally unhide zero rows or hide the Cumulative Headcount, New Headcount, and Salary Run Rate sections.

      Reports saved with a filter will not show the hidden rows when sharing, exporting, or publishing the report.

      Select Edit Columns to display data for the right Department, add a column with Notes, adjust Source(s) and Data Range, Show Dates by Months / Quarters / Year Halves / Years / Total, and optionally include a Variance Analysis. 

       

      Staff List

      The Staff List report shows the roster of employees from the staffing module for the current year's actuals. 

      Select Edit Rows to optionally unhide zero rows or hide terminated employees, employee sources of actuals, planned hires, and driver-based hires.

      Reports saved with a filter will not show the hidden rows when sharing, exporting, or publishing the report.

      Select Edit Columns to display data for the right Department, add a column with Notes, show or hide Annual Wages, adjust Source, and "Employed During" Range.

      Note, for users with the Viewer: Dashboard & Reports Limited Role, the Salary column will be suppressed from their view. 

       

      Custom

      The Custom report defaults to show the Cash Balance and Change in Cash for current year YTD Actuals by month. 

      Select Edit Rows to customize which metrics appear. These metrics can be anything within your Jirav model, i.e., financial, staffing or custom.

      Custom Reports can include any type of data that is maintained in Jirav (P&L, Balance Sheet, KPI Library data, Salaries, Custom Tables, Margins, etc.).

      Additionally, there is a possibility to adjust Depth per Line and show Subtotal Only, Children up to 1st level, 2nd level, etc.

      Select Edit Columns to add a column with Notes, adjust Source(s) and Data Range, Show Dates by Months / Quarters / Year Halves / Years / Total, and optionally include a Variance Analysis. 

       

      Dashboard

      Any Dashboard defined in the Dashboards area can be displayed within a Report Template. To edit the data in the Dashboard, navigate to the Dashboards area. 

       

      Goals

      The Goals report shows the accounts available to set Goals against by month for current year Actuals. 

      Click here for instructions on how to configure goals. 

      Select Edit Rows to optionally unhide zero rows. 

      Select Edit Columns to add a column with Notes, adjust Source(s) and Data Range, Show Dates by Months / Quarters / Year Halves / Years / Total, and optionally include a Variance Analysis. 

       

      Text

      The Text report is a freeform text page. You can use this Report type to add commentary to your report template each month or include screenshots.

      Customize your Text Page with common rich text editor capabilities such as:

      • 12 Common Fonts
      • Font Colors
      • Underline & Strikethrough
      • Indent/Outdent
      • Numbered & Bullet lists
      • Emojis
      • Clear Formatting 

      All the above text editor capabilities are displayed in Reports, and PDF and Excel exports.