Performance Management & Reporting Performance Management provides company executives and managers with multiple views of the operational performance and activities in the organization.
A.) Reporting Types The Idalica Suite has four internal Enterprise Resource Planning (ERP) report facilities:
List Reports, or queries, are available in every Window as well as from the Menu. Users have broad control over the fields and parameters used to generate list reports.
Forms are business documents (e.g. Invoices, etc.) which conform to a specific print layout.
Financial Reports are standard financial accounting reports from the General Ledger (GL), which can be customized across several dimensions.
Statement of Accounts are lists of all transactions for an account or account segment for a given date or period range.
The Idalica Suite gives users flexibility over the display, grouping, order, and summary information in reports. The user-selected language drives the language used in presenting the report. Each user can have a different language.
B. Reporting Across Multiple Accounting Schema The Idalica Suite allows users to define more than one Accounting Schema, which provides the ability to maintain separate books for financial reporting and management decision making in parallel. The Idalica Suite eliminates the cumbersome tasks of conversion, transformation and consolidation of foreign subsidiaries and allows for the easy separation of management and legal reporting.
C. Reporting Across Multiple Calendar Years and Periods The Calendar Year and Period window allows users to define the Calendars that are used for Reporting and Period Control. Each Client has a one or many Calendars and all Organizations within a Client use the same Calendars.
D. Integrated Reporting, Data Warehousing and OLAP Users create an ERP report from every document in the system for which he or she has access privileges. Choose the layout, sorting, labels and other parameters to match internal reporting standards. Reporting views enable detail, analytical and summary reporting. The reporting facility allows report users to drill down on elements in the report (e.g. from order to business partner, payment rules, etc.) or drill across to referenced items (e.g. from order to invoices, shipments, etc. linked to that order).
