Visual Chart Organizer is a template view of how your chart of accounts will look in a financial statement report. In this advanced class, we’ll take a look at the Visual Chart Organizer and evaluate the effectiveness of using account attributes in Visual Chart Organizer groupings. We’ll also explore formula fields to compare actuals to budget in columns. Plus, we’ll show you how to format a single statement file to print multiple statements.

1. Advanced Techniques:
Get A Fresh Look at
Your Financial
Statements in General
Ledger™
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3. Agenda
• Review the purpose and setup of the Visual Chart Organizer
(VCO)
• Discuss account attributes and their purpose in VCOs
• Create an income statement with formula columns
• Discuss sort options for a financial statement
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4. What Does a Visual Chart
Organizer (VCO) Do?
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5. What Does a VCO Do?
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6. What Else Does a VCO Do?
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7. How to Create a VCO
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8. Ways to Create a VCO
• Account code ranges
• Advanced filters
• Advanced filters using account attributes
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9. Advanced Filters
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10. Demonstration
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11. Additional Ways to Format a
Report
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12. Income Statement Columns
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13. Income Statement Formatting
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14. Variations on Our Financial
Statement
• Change the VCO for new groupings
• Change the levels for more/less detail
• Adjust the columns for different data
• And more…
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15. Summary
• Review the purpose and setup of Visual Chart Organizer
• Create chart templates that determine the accounts to include
in your financial statements and how the financial statements
look
• Discuss account attributes and their purpose in VCOs
• Attributes are organization specific fields which can be used
in grouping accounts through the VCO
• Create an income statement with formula columns
• On the Columns tab of financial statements, you can define
the information included in each column of the report
• Discuss sort options for financial statements
• Under the Sort area of the Format tab, you can select from a
number of options to customize the sort order and grouping of
your financial statements
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16. Steps to Create a Financial
Statement
1 On the navigation bar, click Reports.
2 On the Reports page, click Financial Statements.
3 Select a report, and then click New.
4 Select or create a Visual Chart Organizer.
5 On the Columns tab, configure the report columns.
6 On the Format tab, click Sort.
7 Select the report formatting options.
8 Define additional report options as needed.
9 On the File menu, click Save.
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17. Are you pumped up and ready to
go?
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a session survey!
Each completed survey enters you into a drawing to win a
complimentary registration to bbcon 2015 in Austin, Texas*.
*Blackbaud reserves the right to change or withdraw this promotion at any time, without advance notice. Promotion has no cash value and may not be
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18. Training and Certification
Make Your Daily Tasks Easier
Execute Faster
Increase Your Effectiveness
Visit the Expo’s Training Booth
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