GL Report Designer

Prakash Shrestha

Hi all,

I just wanted to see if you had some of your ideas based on your experiences on how you use the GL Report Designer. I am finding most of our needs were already met by Account Analysis or Application Studio. So, I was just curios if there were some use particular use cases for GL Report Designer.

ron-newberry-jr

Hello Prakash.

The Report Designer was developed to support the Infor reporting approach for staff accountants and other end users to be able to generate reports from GL Totals without support from IT. GL financial reporting is meant to be served by the BIFSM reports either pre-configured by Infor or developed internally via Application Studio.

Many times, ad hoc reports are necessary to answer questions from leadership who are reading the GL Financial Reports at a macro level. Delving into deeper information is often the task of the staff accountants and the report designer was built specifically for this purpose. As we all know, the pre-configured BIFSM reports are not always in the format required by different consumers. The Report Designer allows the staff accountant to create those "non-standard" reports quickly.

Once the report is built and delivered, this may later become a candidate for inclusion in the BIFSM reports once IT has the bandwidth to work on said report.

In summary, there are a multitude of use cases for the report designer. There is no simple answer to the numerous options and use cases. The Report Designer was built to provide users with a flexible tool to generate many types of report such as flash, comparative, rolling, and other types of reports that are determined to be of particular need throughout the organization and to allow staff accountants to answer those important deep dive questions raised by leadership.