Reports

Formatted Reports

• Formatted Reports Overview
• Workflow Validation Report
• January 2026 - Financials Reporting Updates

Ad Hoc Reporting

• Ad Hoc Reports Overview
• Using Financial Transactions, Chart of Accounts, and Hierarchies in Power BI
• Understanding the Time Dimension in Power BI
• Building Income Statements in Power BI
• Power BI Investment Metrics Overview
• Understanding Investment Tables in Power BI
• How to Use Ownership Data in Power BI
• Client training: Power BI in Pereview on 9/17/25
• Client training: Power BI in Pereview on 9/24/2025

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Custom Forms Reports

• January 2026 Updates to Custom Forms Reports
• Custom Forms Detail Report
• Custom Forms Detail by Form Report
• Custom Forms Validation Report