Reporting Codes
The Reporting Codes data model organizes general ledger accounts into standardized reporting categories. These codes form the foundation for how financial KPIs and dashboard calculations are structured, ensuring metrics are calculated consistently and accurately across reports.
note
This data model is part of the configuration steps for the template.
Available views
| View | Type | Description |
|---|---|---|
| Reporting Codes Setup | Worksheet | Data entry worksheet for mapping accounts to reporting codes like Revenue or Cost of Goods Sold, enabling advanced KPI calculations. |