Objective
The objective of the Financial Report Form Enhancements is to enhance the current financial reporting tool by introducing additional functionalities. This form encompasses a wide range of features, and as part of the improvements, it includes new capabilities such as controlling decimal places and displaying only names. These enhancements offer users the flexibility to customize their reports according to their preferences, making the reporting process more user-friendly.
The project outlines a series of enhancements aimed at achieving the following goals: streamlining data collection, enhancing data accuracy, and gaining more profound insights into the organization's financial performance.
Additional Functionality
Merge Name with Description Setting
Decimal Places Control for Report
Date Format enhancement when Export the Report
Overcoming Busy Indicators from Generate Report
2.1 Merge Name with Description Setting
The report header tab now includes a new setting called the "Merge Description with Name" checkbox.
When the user selects this checkbox and generates a report, the system dynamically combines the description column with the name column from the "Report line set" tab in the report output. This results in the elimination or hiding of the description column, and the name column expands that contains the details.
On the other hand, if the user unselects the "Merge Description with Name" checkbox and generates a report, the system displays two separate columns: Name and Description.
2.2 Decimal Places Control for Report
The financial report form offers a setting in its header to customize the decimal places for numerical values based on specific requirements. Users have the option to input a value for "Precision," and the system will then render the amount column in the report with the defined precision. In case no value is entered, the standard precision defined for the selected accounting schema currency will be used. The system follows a priority order for precision, first considering "Precision," and if not specified, it will look to the "standard precision" field on the Currency window.
For instance, if the Precision is set to 4 on the header tab of the Financial Report Form, and the standard precision for the base currency is defined as 2, the system will prioritize the precision of 4. Consequently, all values displayed on the User Interface will show up to 4 decimal places. This precision is maintained when users export the report in either PDF or Excel format.
However, if the precision is set to zero or left blank, the system defaults to the precision value obtained from the Currency window. The Currency is determined from the accounting book linked to the balance accumulation specified in the header tab of the Financial Report Form.
In summary, the provided precision settings give users the flexibility to customize the display of numerical values in the financial report, ensuring that the exported data aligns precisely with their preferred decimal places for accurate financial analysis.
2.3 Date Format Enhancement when Export the Report
When the user generates a report and chooses to export it, the report parameters may include a date column. If this is the case, when the user exports the report to PDF format, the dates within the report will maintain the exact same format as they appear on the User Interface (UI).
For example, suppose the date format on the UI is set to MM/DD/YYYY. In that case, when the user exports the report to PDF, the date values within the report will be displayed in the same format, with the month, day, and year arranged accordingly.
This ensures consistency and accuracy in presenting the date information, as users can trust that the exported PDF report will reflect the dates precisely as they saw them on the User Interface during report generation. It eliminates any confusion or need for reformatting the dates when sharing or presenting the report, as the exported PDF will maintain the original date format.
2.4 Overcoming Busy Indicators from Generate Report
Previously, when generating reports from the Financial Report Form, users encountered a limitation where they were unable to perform any other actions during the report generation process due to a busy indicator. This busy indicator signified that the system was occupied with processing the report, and users had to wait until the generation was complete before resuming their activities.
However, as an improvement, a new feature has been introduced to address this constraint. Now, users have the flexibility to initiate the report generation and continue working on their activities simultaneously. They no longer need to wait for the report to finish processing before proceeding with other tasks.
When the user triggers the report generation process, the system will carry out the task, allowing the user to switch to other modules or perform various activities within the application. The busy indicator is eliminated, and users are free to work without any interruption.
Once the report generation is completed by the system, a notification message will be displayed, indicating that the report is ready for viewing or further actions. This message informs the user that the report is available, ensuring that they are promptly notified of its completion.
This enhancement significantly enhances user productivity and efficiency by enabling multitasking during report generation. Users can now seamlessly proceed with their work without being hindered by the report generation process, ultimately leading to a smoother and more productive user experience.