Create flexible reports – Anago Education Help Centre

Flexible reports include a series of customer created reports that users are authorised to run. To create a report, go to the Create flexible reports view and click on Flexible reports.

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NOTE: Every year in January, you may have to change the relative periods due to the annual transition. This is done in the Create flexible reports view in the Create reports tab. Click on the pencil to find the corresponding reports.

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Report types

There are three report types:

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A report with report facts in the rows and the years/statuses in the columns. This report provides an overview of facts per year and status for one establishment. By status, we mean the budget, forecast or actuals.
A report with establishments or cost centres in the rows and report facts in the columns. This report displays a list of the report facts you added per year and status for all establishments or cost centres.
A report with report facts in the rows and establishments or cost centres in the columns. This report provides a one-year side-by-side overview of all of the establishments or cost centres for the selected report facts.

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Report with report facts - Years:

Report with establishments or cost centres - Report facts:

Report with report facts - Establishments or cost centres:

Create report with report facts - Years

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Go to the Create flex reports view and click on the Reports tab.
Click on Add report.
Click on the pencil and enter the name of the report. The name is visible in the report itself:
Click in the Rows column to select report facts.
Click in the Columns column and select Years.
Use the pencils to select the establishments, cost centres and versions that can be selected from the report filters.
Click on the pencil next to Authorisation to authorise users for the report. You can also do this in the Authorisation tab.
You will find all of the report facts you can use to create your report in the Report facts tab. You can also use the search function to search for a report fact. You can also add report facts yourself in this tab.
Go to the Create reports tab and click on the pencil next to the report you just created.
Click in the Report facts column to select the report facts you would like to display in the report. You can choose from funding facts, GL accounts, consolidations, number of pupils, salary components, FTEs, salary costs, depreciations, book values and the purchase values of investments.
You can add a formula to your report in the Formula column. Rows are referenced by entering the row number in square brackets as follows:
You may have to tick Roll up inputs or Roll up outputs if you are adding a formula. Click on the ‘i’ for information and a concrete example of when you have to do this.
Click in the Style column to select a format. For example, a rounding format, an empty row or a bold row.
Click in the Do not display column to hide certain establishments in the report specifically for the configured row.
Click in the Description column if you would like the report to display with a different title. You can add the description here; the name of the report fact will not display. If you do not enter anything in this column, the name of the report fact will display in the report. If you are using a formula, you can add its name here:
In the same view, go to the Columns tab. Click in the Status column to select the statuses you want to display. You can choose from Budget, Forecast, Actuals, and Rolling forecast.
Click in the Level column and select whether you want the status to display per month, calendar year, school year, cumulative (calendar year) or cumulative (school year).
In the Relative period column select the period you want to display. If you choose to display a calendar year, the current year will display if the relative period 0 is selected. For example, if the current year is 2023, the relative period is 0; for 2022, the relative period is -1; and for 2024, the relative period is 1.
You can add a calculation in the Formula column. You can subtract statuses from each other, add them to each other, multiply or divide them. You can add this by referring to the report column in square brackets, eg [1]-[2].
You can also move, insert and delete rows using the appropriate icon. The formulas are automatically updated if one of the rows used is moved and assigned a new number.
Click in the Style column to apply a style to a row. Click in the Titel column to give the statuses a different name.

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Create report with establishments or cost centres - Report facts

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Go to the Create flex reports view and click on the Reports tab.
Click on Add report.
Click on the pencil and enter the name of the report. The name is visible in the report itself:
Click in the Rows column and select establishments or cost centres.
Click in the Columns column and select Report facts.
Use the pencils to select the establishments, cost centres and versions that can be selected from/displayed in the report filters or rows.
Click on the pencil next to Authorisation to authorise users for your report. You can also do this on the Authorisation tab.
You will find all of the report facts you can use to create your report in the Report facts tab. You can also use the search function to search for a report fact. And you can add report facts yourself in this tab.
Go to the Create reports tab and click on the pencil next to the report you just created.
Click in the Report facts column to select the report facts you would like to display in the report. You can choose from funding facts, GL accounts, consolidations, number of pupils, salary components, FTEs, salary costs, depreciations, book values and the purchase value of investments.
You can add a formula to your report in the Formula column. Rows are referenced by entering the row number in square brackets as follows:
You may have to tick Roll up inputs or Roll up outputs if you are adding a formula. Click on the ‘i’ for information and a concrete example of when you have to do this.
You can also move, insert and delete rows using the appropriate icon. The formulas are automatically updated if one of the rows is moved and assigned a new number.
Click in the Status column to select the statuses you want to display. You can choose from Budget, Forecast, Actuals, and Rolling forecast.
Click in the Level column and select whether you want the status to display per month, calendar year, school year, cumulative (calendar year) or cumulative (school year).
In the Relative period column select the period you want to display. If you choose to display a financial year, the current year will display when the relative period 0 is selected. For example, if the current year is 2023, the relative period is 0; for 2022, the relative period is -1; and for 2024, the relative period is 1.
Click in the Style column to select a format. For example, a rounding format, an empty row or a bold row.
Click on theTitle column if you would like the report to display with a different title. You can add the title here; the name of the report fact will not display. If you do not enter anything in this column, the name of the report fact will display in the report.

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Create report with report facts - Establishments or cost centres

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Go to the Create flex reports view and click on the Reports tab.
Click on Add report.
Click on the pencil and enter the name of the report. The name is visible in the report itself:
Click in the Rows column to select report facts.
Click in the Columns column and select Establishments or Cost centres.
Use the pencils to select the establishments, cost centres and versions that can be selected from/displayed in the report filters or rows.
Click on the pencil next to Authorisation to authorise users for your report. You can also do this on the Authorisation tab.
You will find all of the report facts you can use to create your report on the Report facts tab. You can also use the search function to search for a report fact. And you can add report facts yourself in this tab.
Go to the Create reports tab and click on the pencil next to the report you just created.
Click in the Report facts column to select the report facts you would like to display in the report. You can choose from funding facts, GL accounts, consolidations, number of pupils, salary components, FTEs, salary costs, depreciations, book values and the purchase values of investments.
In the Formula column, you can add a formula to your report. Rows are referenced by entering the row number in square brackets as follows:
You may have to tick Roll up inputs or Roll up outputs if you are adding a formula. Click on the ‘i’ for information and a concrete example of when you have to do this.
You can also move, insert and delete rows using the appropriate icon. The formulas are automatically updated if one of the rows is moved and assigned a new number.
Click in the Style column to select a format. For example, a rounding format, an empty row or a bold row.
Click in the Description column if you would like the report to display with a different title. You can add the description here; the name of the report fact will not display. If you do not enter anything in this column, the name of the report fact will display in the report.