Approval Status Monitor report

The Approval Status Monitor report lets you review the status of any reporting or consolidation unit and to optionally review the detail for any unit. The report can show a grid or an Overview object.

By reviewing the status of data for selected dimension members in the report prior to running a consolidation, controllers can ensure only approved data is consolidated. Once data is consolidated, controllers can review the translated results prior to approving or rejecting the data.

The report displays the approval dimension members and their color-coded approval status by period, based on the view definition. Multiple periods are allowed and it is likely that different periods have different statuses:

• Purple represents data that has been locked by the system administrator.
• Green represents approved data that is locked against revision. This data can be consolidated so that any applicable consolidation units can be submitted for approval.
• Orange represents data submitted for approval that is locked against revision. This data needs to be reviewed and then approved or rejected by the approver assigned to the submitting unit.
• White represents unsubmitted data that is still open for revision. This data needs to be completed and submitted for approval.
• Red represents rejected data. This data needs to be corrected and re-submitted for approval.
• Blue represents data that has been loaded using OpenLink but has not been submitted for approval. This data can be revised and must be submitted for approval.
• Gray represents units that have not been assigned an Approval process relationship.

Double-click a cell or node to investigate an approval member by drilling through to the submission view for the selected approval member and period.

To create the report in Excel, see Exporting to Excel.