Reporting in Financial Edge NXT

Reporting in Financial Edge NXT leverages existing reports and settings defined in the database view. For example, the reports and tags you created in the database view, also appear in Financial Edge NXT. You can move seamlessly back and forth between these two interfaces to access the same underlying information.

Before you begin to work with Reporting, please review the following list of reports available in Financial Edge NXT and the tasks you still must perform in the database view.

For information about the reports you can run in Financial Edge NXT, see Report Categories.

You can perform the following Reporting tasks from the web view:

  • Create new reports

  • Export reports to Excel, Word, and PDF files

  • View reports and tags created in the database view

These Reporting tasks must be performed in the database view:

  • Create and manage report tags