Adding Non-Financial Data to Reports

Note: Non-Financial Sync (NFS) must be enabled by a Qvinci account administrator. If you do not see these options, contact Qvinci Support.

Before you Begin:

To add non-financial data to reports, you must first:

• Add non-financial accounts to your Qvinci SCoA.
• Sync the data through Excel upload.

Qvinci Gallery templates only include financial data by default. To show non-financial data, add a Non-Financial macro and a Non-Financial section to the template.

Best practice: Place the Non-Financial section at the top or bottom of the report so it is easy to manage.

Add the Non-Financial Macro

1. Go to Reports & Libraries > Libraries and open the template editor.

2. In the same column as your financial macro, click the cell where the Non-Financial settings should go.

   

   *Our cursor is placed in Column D because that is where our financial macro is in Cell D9.

    

3. Click the Column Chooser icon.
4. Select Non-Financial under Report Type.
5. Match the date range and column settings used in your financial macro.
6. Click Submit.

Add the Non-Financial Section

1. In Column B, add a row below the Non-Financial macro.

   

2. Type Non-Financial as the section header.
3. Add these macros if you want the section to populate automatically:
   • %%headers%%
   • %%accounts%%
   • %%totals%%

*TIP: It's easiest to copy these macros from another section and paste them below Non-Financial.

4. If you need to reference specific accounts in formulas, hard-code your Non-Financial account names in the template.

5. End the section by typing Total Non-Financial.

   

6. Click Save, then Preview.
7. You can hide rows that do not need to appear in the final report, such as the Non-Financial header, Total Non-Financial, or the macro row.

Sync Non-Financial Data via API

You can also send non-financial data to Qvinci through the Qvinci API instead of using Excel uploads.

The Qvinci API lets you push financial and non-financial data directly into Qvinci. It works alongside the Qvinci Reporting API, which exports Qvinci data to other applications. Together, these APIs help reduce manual work and keep reporting consistent across systems.

Once the data is in Qvinci, you can use it in report templates the same way as uploaded data.

If you would like to learn more about API connectivity, contact your Account Manager (AM) or Client Performance Manager (CPM).