Srevilak: ods is okay too. In fact, ods is probably better

2013-03-31T17:41:37Z

ods is okay too. In fact, ods is probably better

← Older revision		Revision as of 13:41, 31 March 2013
Line 46:		Line 46:
	If you have any questions about the needed wiki markup, look at one of		If you have any questions about the needed wiki markup, look at one of
	the existing report pages.		the existing report pages.

			As a final note: it's okay to use .ods in place of .xls when uploading spreadsheets to the wiki. (.ods, or "open document spreadsheet" is an open file format; .xls is a proprietary Microsoft format)

	[[Category:Financial Accountability]]		[[Category:Financial Accountability]]

Srevilak: initial revision

2013-03-17T01:12:15Z

initial revision

New page

= Publishing Financial Reports =

This is a brief set of instructions for publishing financial reports
on the wiki.

In Quickbooks go to Reports > Report List > Memorized Reports. You'll
see four reports whose names end in "for wiki". Use these to generate
reports for the wiki.

Choose the report you want to run, and the date range you want to run
it for. Run the report.

Click "Excel" to generate a spreadsheet version of the report. Save it
as one of the following file names:

* fawg-balance-sheet-YYYYMM.xls
* fawg-profit-loss-YYYYMM.xls
* fawg-working-group-YYYYMM.xls
* fawg-general-ledger-YYYYMM.xls

Replace "YYYYMM" with the year and month that corresponds to the
report data. From [[Financial Accountability]], locate the section
for the report you're adding. Edit the section, adding a link for the
new month. Save.

On the [[Financial Accountability]] page, your link will appear in
red, indicating the page hasn't been created yet. Click the (red) link
to create the new page.

Open your .xls file. Copy the body of the report.

Go to http://area23.brightbyte.de/csv2wp.php. Paste the report body
into the "CSV data" field. Choose "TAB" as the separator character,
and click "Convert to mediaWiki!"

Copy the resulting mediawiki table markup, and paste this into your
wiki page.

Upload your .xls file to wiki.occupyboston.org. Add a link to the .xls
file add the bottom of the report page.

Add the category tag <nowiki>[[Category:Financial Accountability]]</nowiki> at the bottom of the page.

Save. And you're done!

If you have any questions about the needed wiki markup, look at one of
the existing report pages.

[[Category:Financial Accountability]]

Publishing Financial Reports - Revision history

Srevilak: ods is okay too. In fact, ods is probably better

Srevilak: initial revision