New Feature - Option to select Balance and Detail Balances while creating custom reports based on Reconciliation Compliance data

In addition to using the predefined reports, ARCS administrator can create custom reports in Reconciliation Compliance or Transaction Matching.

The Service Administrator can create custom reports by default. Other users who are assigned the Reconciliation Manage Reports role can also create custom reports. 

Creating a query is the first step in creating a custom report. ARCS allows to use inbuilt option of "Generate Query". 

                                  

The Generate Query dialog assists admin user in creating a query against the database by allowing user to select any existing attribute in the product to be queried and/or filtered against. The dialog then generates the SQL to match the attributes and filters specified, at which time you can modify and enhance it.

Before the May-2024 update, under the Reconciliation Manage Module, user can query the existing attributes from Reconciliation, Profile and Transactions. 

        

From May 2024 update, additional attributes are supported when creating custom reports based on Reconciliation Compliance data. In the Generate Query dialog, user can select Balance and Detail Balances when specifying the attributes to be queried or filtered.

This feature enhances the functionality of custom reports by enabling you to use additional attributes when creating custom queries.     

Thank you!