Reporting Codes Setup

This data model is part of the configuration steps for the template. [insert link]

This data model allows users to organize general ledger accounts into standardized reporting categories called Reporting Codes. These codes act as the foundation for how financial KPIs and dashboard calculations are structured, ensuring that your metrics are calculated consistently and accurately.

Available visualizations

View	Description
Reporting Codes Setup	Data entry enabled worksheet that allows users to map accounts to reporting codes (ex. Revenue) for the calculation of advanced KPIs.