Reporting Codes

The Reporting Codes data model inside the Configuration folder organizes general ledger accounts into standardized reporting categories. These codes define how financial KPIs and dashboard calculations are structured, ensuring metrics are calculated consistently across reports.

note

This data model is part of the configuration steps for the template.

Available views

View	Type	What it shows
Reporting Codes Setup	Worksheet	Data entry worksheet for mapping accounts to reporting codes like Revenue or Cost of Goods Sold, used for advanced KPI calculations.