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Infor Enterprise Performance Management Financial Reporting User Guide (Cloud)
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Overview of Financial Reporting
Financial Reporting application roles
Setting application roles and permissions
Setting permissions to specific entities
Navigation
Home page
Favorites
Setting a domain definition
Setting the global context
KPI cards and charts
Dashboard icons
Page and report icons
Configuration in Business Modeling
Configuring Financial Reporting
BusinessObjectConfiguration table maintenance
Perspectives table maintenance
PerspectiveBusinessObject table maintenance
PerspectiveEntityMapping table maintenance
Defining the calendar
Business objects
Entities
Currencies
Financial Reporting Versions
Cash Flow Accounts
Cash flow charts
Configuration tab
Adding records manually
Uploading records from a file
Metric management
Foundational metrics
Mapping KPI Account Groups to financial accounts
Calculated metrics
Manage KPIs
Adding metrics manually
Uploading metrics
Deleting metrics
Importing data to Financial Reporting
Manage a model
Publishing a model
Configuration
Global sign definition
Homepage KPIs
Homepage charts
Configuring the consolidated financial statement
Configuring the statement of capital expenditures
Reports
Selecting accounts
Viewing and exporting reports
Aggregated Financial Statement
Comparative Financial Statement
Income Statement – Budget versus Actual
Statement of Capital Expenditures
Summary Trial Balance
Creating custom reports
Creating custom charts
Using custom charts for KPIs on the Homepage
Cash Flow
Setting cash flow parameters
Copying cash flow parameters
Cash Flow Statement
Cash flow process
Cash flow manual adjustment
Checksum
KPI Comparison dashboard
Dashboard layout
Selecting KPIs
Defining the context
Viewing and interacting with charts
Chart customization
Exporting reports
Default configuration on the first load
Saving configurations
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