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Financial and Business Reporting Software

HansaWorld's built-in financial reporting functionality provides several methods for you to access your data:

Standard library of business and financial reports.

Nominal Ledger finance report generator.

Report Generator module, for defining your own reports without specialist programming.

HAL Reporting tool, for programming reports.

Relational Database tool allows you to store HansaWorld data in either MS SQL or IBM iDB2 databases, opening up the data to any other reporting software tools.

Download Financial Reporting software (as part of Enterprise) product sheet(pdf) or read below

The first four financial reporting functionality options all draw on other advantages of the Enterprise engine:

Reports run by any user can be attached to any record within Enterprise, such as internal mails (where the recipient is known), or within Conferences (for picking up later by undefined persons).

The underlying financial/business reporting engine is one of the fastest on the market, ensuring reports are calculated quickly.

The delivery of data uses HansaWorld’s unequalled data transfer mechanism, which ensures that reports can be run sufficient quickly even by remote users. Also all such reports are encrypted, keeping secure your sensitive business or financial reporting data.

The HAL Programming tool allows reports to be run automatically on the occurrence of an event (for example an exception report whenever an invoice is saved that takes a customer close to or over their credit limit), or at a given time of day (usually during the night).

Standard Library of Reports

Nominal Ledger Report Generator

HAL Reporting Tool

Report Generator Module

Standard Library of Reports

Each module in HansaWorld has a library of dozens of reports. Each report can be run in numerous combinations, giving the user thousands of different report selections. The library is provided as standard with each module purchased - the result is that most companies with simpler business reporting software requirements have all of their requirements supported. Users can run the required business reports to screen (the default), to printer, or to file - for immediate opening in most modern business applications, including spreadsheets and text editors.

Nominal Ledger Report Generator

The core accounts module ships as standard with a tool for laying out various of your Nominal Ledger reports, including Balance Sheet, Profit & Loss, Key Financial Ratios and VAT Reports. This provides huge flexibility in the presentation of these key financial reports, allowing you to:

create your own report formats extremely quickly

create multiple levels of grouped accounts (for example Current Assets, Stock, Widget Stock), and report at each level of detail

group even non-discrete selections of accounts (for example 1000-1999, but also the 3125 account)

handle debits and credits dynamically, for example classifying a bank account in current assets only when you are in funds

add lines of text wherever required

perform simple mathematical calculations

set up static data such as square metres (of a shop orwarehouse), and use this data for ratio reporting.

Enterprise as business reporting software allows you to create up to 6 different Balance Sheet and Profit & Loss Report formats, and 16 different Key Financial Ratio formats. Provide special formats to auditors, banks and other external parties, as well as having numerous formats for internal reports.

Reports created in this way can be run on actual figures for selected period, year to date, budget, revised budget, prior period, and prior year, with a wide variety of other selection criteria (such as for specific analysis codes, currencies etc.)

HAL Reporting Tool

The HAL Reporting tool is an optional enabler to allow the user to run reports that have been created by a HAL (Hansa Application Language) accredited programmer. HAL is an extremely rapid deployment development language, allowing programmers to create highly flexible, complex business or financial reports quickly and simply. Programmers can use any text editor to create report definitions that can be run on HansaWorld data. HAL reports are simple to read and understand by programmers, most particularly not just the programmer who created the report - and so amendments to the reports are also simple to perform, as are upgrades. Advantages of HAL include:

reports are run from within required modules.

business reports are on real-time data, so you get to understand exactly how you business is performing NOW.

drilldown can be to source records, to other reports, or to run any other piece of HAL code (for example to enter data to other records).

upgrades are extremely simple, usually requiring no more than ensuring the HAL files are in the right location to launch.

the programmer has complete control over which data appears where on a report, and what manipulations have been applied to the data for reporting purposes

Report Generator Module

This optional module is provided for users to create their own reports, without the requirement to get a complete understanding of the HAL reporting language. Many of the advantages of this module are also shared by the other HansaWorld report generators:

single application, single server - reports are run from within Enterprise as financial reporting software, so there is no need to link HansaWorld data to any other database. This ensures simplicity, and simpler management. For example, reports can be run by clients logging in from remote locations, whereas it is usually difficult or impossible to achieve this when an accounting system is linked to an external data source and/or reporting tool.

fast reporting engine/scalability - HansaWorld’s underlying reporting engine is extremely fast, and written with a parallel reporting architecture that ensures other users are not noticeably affected by most reports that are run.

drilldown - drilldown can be added to open source records, simply by checking a box.

real-time - all reports are run on live data. Behind the scenes Enterprise as financial reporting software has powerful version control, to ensure that all data on a specific report is consistent at a given moment in time, regardless of how long the report is.

quick to create - report definitions can be created immediately, and run at the click of a button.

reports can be run to screen, printer, file, queue, or clipboard.

Other advantages are more specifically relevant just to the Report Generator module:

Report definitions include the possibility of opening selection windows when run, to allow the user to select subsets of data.

Report definitions are saved just like other records in HansaWorld, and can be run at any time.

The Duplicate button allows an entire report definition to be copied, and the resulting record then edited, for fast and simple creation of a range of similar reports.

The Report Generator module has a very fast methodology for creating reports that draw on data from multiple registers within Enterprise as financial reporting software.

Mathematical formulae can be applied to any of the data in reports.

HAL programming code can be applied at various points in reports, to allow complex yet extremely flexible manipulation of data.

The Report Generator module is supplied with sample reports, giving the user greater understanding of how to create reports, and also a ready-made base from which to develop similar reports.

A text button allows plain text to be added anywhere on a report.

Reports are split into different logical areas, such as headers, subheaders, body and footers. It is simple to position data and text in any part of the report.

The Report Generator module is the fastest way within Enterprise to report on Settings, such as userdefined tables of Customer or Item Classifications, and Base Currency Exchange Rates.

Data fields are positioned on reports with automatic snapping to position, making it fast to lay out your data.

Advantages of the Report Generator module over HAL Reports are:

reports can be created without recourse to a HAL accredited programmer.

summary reports can be created within seconds (for example the balance on the Sales Ledger, or Stock).

wider reports can be created, and scaled back to the size of the paper printout (if it is necessary to output to paper at all).

report definitions are held within the HansaWorld database, so are included in backups, are readily duplicated for creation of similar reports, and can be transferred simply to other HansaWorld databases. Report definitions are also automatically included in an upgrade.

the appearance of data can be readily formatted, with control over fonts, italicization and alignments (some elements not available in early releases of the Report Generator module).