Visual Matrix Reports: Definitions, Layout and Tools

Visual Matrix Reports: Definitions, Layout and Tools

Before you go through the list of all the reports that are available in Visual Matrix, let's dive into how they are generated and the tools available in each of them.
To make sure you have the most accurate and adjusted data on the screen, always click on the Refresh button on a report page.

Some definitions

Dynamic vs Static
- Dynamic: the report is updated with the activity in Visual Matrix;
- Static: once the report is created, it won't change.

Forecast vs History
A Forecast report is a dynamic management tool that presents information based on actual and budgeted (projected) data. Forecasting can assist leadership and management in projecting future outcomes.
A forecast report cannot be used as a history report. It is meant only to forecast future projections. In forecast reports, numbers and totals before the audit date are not updated once the audit is processed. Any modification that happened after the audit on previous days, like adjustments, will not reflect on forecast reports.
A History report is a static document that will present past and settled numbers of historical activity.

The reports layout

In the top left:
- the name of the property.
- the date the report was generated.
- the time the report was generated.
- the username of the user who generated the report.



In the top right the department the report is located in.



At the top, in the middle:
- the name of the report.
- the date for which the report is generated for.
- any filter applied to the report.



Available Tools

In VM Cloud PMS
Every report accessible from a Report tab in any Department will have the following tools:
      - to navigate in the report page by page.
      - to zoom, enlarge or reduce, the size of the report.
      - to Export the report in Excel, PDF, or Word format.
      - to Print the report.



In VM Desktop PMS
Every report accessible from a Report tab in any Department will have the following tools:
      - to Export the report in Excel, PDF, or Word format.
      - to Print the report.
      - to navigate in the report page by page, to go to the last page or back to the first page.
      - to navigate directly to a page number.
      - to Find Text a specific text, word or number in the report, throughout all pages.
      - to zoom, enlarge or reduce, the size of the report.



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