Publishing allocations for reporting

TrueCost allocations can be calculated and finalized multiple times in a period to test different costing scenarios or make corrections. Finalized allocation runs are available for Birst reporting for the TrueCost Accountant role but a run must be published for the results to be available in Birst reports for other roles. When an allocation run has been finalized it can be published for Birst reporting. Only one actuals run and one capacity run for an allocation control per period can be published for Birst reporting.

Use this procedure to publish a finalized allocation run for Birst reports:

  1. Select TrueCost Allocation Controls and open an allocation control.
  2. On the Runs tab, select an allocation run with a status of Finalized and then click Actions > Publish for Birst Report.
  3. In the confirmation dialog, click Yes.