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This specific enhancement provides users with a more relevant, user-friendly, and informative representation of data in the reports. With this functionality, users can print and download the report for all legal entities without selecting the Organization each time by the user as its going to be a time consuming activity.
Enhancement Point
2.1 Print the Financial Report PDFs for Organization (as per parameters selection)
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On selecting this parameter for the report, the system displays a 'Download Report PDF' dropdown field at the time of report generation with two options (Consolidated Organization, and Organization Wise).
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To activate organization-wise feature, users are required to create a reporting hierarchy and assign organizations in the report parameter. This parameter helps the user to efficiently download financial reports for multiple organizations simultaneously.
2.2 EXAMPLES FOR UNDERSTANDING
EXAMPLE 1: When the user selects Null in Download Report PDF parameter, the system displays consolidated data of all the organizations but does not automatically download the PDF. (In this case, the user has to manually download the PDF from PDF icon on report output).
Download Report PDF | Report Output | Automatic PDF Download |
Null | Consolidated data of all the selected organizations in the organization parameter | NA, manual download |
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EXAMPLE EXAMPLE 2: When the user selects Consolidated Organization in Download Report PDF parameter, the system fetches consolidated data for all the selected organizations in the organization parameter and automatically downloads a PDF file that combines data from all the selected organizations in the organization parameter.
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Download Report PDF | Report Output | Automatic PDF Download |
Consolidated Organization | Consolidated data of all the selected organizations in the organization parameter (CHOrg and Nokia as per below screenshot) | A single consolidated auto-download. |
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As per consolidation organization, the automatic download is shown as below:
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Download Report PDF | Report Output | Automatic PDF Download |
Organization wise | Report of selected organization in the organization parameter (CHOrg and Nokia as per below screenshot) | PDFs auto-download of all the organizations separately |
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As per separate organization wise, the automatic download is shown as below:
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