1. FINANCIAL EDGE VISUAL
CHART ORGANIZER
Presented by: Mike Packard, Senior Consultant
Blackbaud K-12 Group

3. What is it?
In General Ledger 7, the
Visual Chart Organizer
(VCO) is a powerful
tool that provides great
flexibility in reporting
by allowing you to
arrange your accounts
and total or subtotal
output in various ways.

4. • All Financial Statements
Reports in General Ledger.
• Chart of Accounts Report
• Chart Validation Report
• General Ledger Report
• Trial Balance Report
• Working Capital Schedule
Reports that use a VCO

5. Default Template

6. “Leveling”

7. Where to Start?
• Map an outline of what you want your headers to
be and then you’ll know where to level your
detail.
• Know whether you’ll be able to define detail by
account ranges or if you’ll need advance
filtering.
• Define where you want totaling and sub-totaling.

8. Examples
Header
Header
Header Total

9. Examples
Header
Header
Header Total

10. Detail

11. Filtering and Advanced Filtering

12. Filtering and Advanced Filtering

13. Take it to the Report

14. Column Options
Columns
Functions
Ranges
Filters

15. Pay Attention to Detail

17. QUESTIONS?

18. #BBK12UC
Download the Blackbaud K-12 UC15
Mobile App & Engage With Us!
Go to your app store, on
any mobile device, and
look for: Blackbaud K-12
UC15
- Agenda
- Speakers
- Attendees
- Sponsors
- Session Surveys
and more!
Conference resources just for
you!