Toolbar

The items on the BI toolbar can vary depending on the report but the standard ones are:

Button Description
Home
Home button
Return to the Financial Reporting Dashboard.
Reports
Reports
Select a report from either the Global Ledger reports list or the Project reports list.

Select Different Reporting Basis: Change the reporting basis on report.

Excel
Export to Excel
Export report to Microsoft Excel
PDF
Export to PDF
Export reports to PDF
Powerpoint
Export to Powerpoint
Export reports to Microsoft PowerPoint
Scaling Scale the values in a report to whole numbers, thousands, hundred thousands, or millions
Save as Favorite Report
Favorite
Save the report as a favorite.
Filter
Filter button
Modify the value of the dimensions that are used to calculate the report values.
Suppress Zeros
Suppress Zeros
Click the button and select an option:
  • Zero Suppression on Rows: Hide rows if every column is zero. Zero suppression is enabled when selected.
  • Zero Suppression on Columns: Hide column if every row is zero. Zero suppression is enabled when selected.
  • Zero Suppression on Rows and Columns: Hide both rows and columns when zero.
Other Options
View Favorites
Display Order
  • Highest Expense: Sort the projects from highest expense to lowest.
  • Project Order: Projects are displayed in their original order.

Active

  • Active Projects: Filter the projects to active projects only.
  • All Projects: Filter the projects to all projects.
View Favorites
Other Options
Click the button and select an option:
  • View Favorites: Open a menu of saved favorites
Row Settings
Row Settings
Click the button and select an option:
  • Select Chart to Display: Select a different chart hierarchy for the report
  •  Display Account Attribute Description: Change the display to the account description
  • Display Account Attribute ID: Change the display to account ID
Refresh
Refresh
Refresh the report to its original state.