With our self-service reporting solution you have the flexibility to run as many reports you want, whenever you want, for whichever period you want (also for future periods).
If self-service financial reporting has been enabled for your company your company administrators and Finance Managers can create new reports by either clicking on the Create report page on the left-sidebar under Financial reporting, or by clicking on the Create report button from the Reports list page.
This will take you to the Create report page.
On this page you can generate the report you want with a few simple steps:
Reporting period
The Reporting period will be pre-populated with your most recent reporting period. You can change the reporting period either by selecting a pre-defined reporting period from the drop down or by inputting the specific OB Date and CB Date. This will be the report start and end date of the reporting period.
Name
The report Name will be the name of the report displayed on the Reports List within the Financial Reporting left side navigation menu, and is also used as part of the file-name of the report download when you export the report to excel. The report Name is pre-populated with the selected reporting period, but you can change the name according to your preference.
Config
The report Config is a pre-defined setup of your report. You can have one, or as many as you like. The Config define the report types (IFRS, SocSec, Dilution, DTA) included when you create a report, as well as the pre-selected tables and columns to be included in your report. The Config also pre-selects the currency code, so you can have separate configs available with different currency codes pre-selected. You can of course change the currency code if you want the report in a different currency than the one pre-selected by the Config.
The report config is pre-defined by your contact person at Optio, which would tailor the config to your reporting needs. If you would like new configs, or want an existing one adjusted, please reach out to your contact at Optio.
Currency conversion
All reporting figures will be converted to the currency selected in the Currency Conversion drop-down. The currency conversion will convert from the currency the your share price is denoted in to the one selected. Please reach out to your contact at Optio if you are interested in this feature but it's unavailable to you.
Once you are happy with your selection, you can click the Generate report button, and after a few short moments you will be redirected to an interactive report that you created.
Please note that while the report is being generated you can safely leave the page and the report will still be generated in the background. The generation status will be visible on the Reports List page, and this is also where you can find back to the report in generation.