Financial EPM Platform reports

This table shows the GL reports that are available in the Infor EPM Platform. Select BI FSM > FSM Reports > CloudSuite Financials > Financial Reports > GL Reports and select the report name.


Report name	Description
Financial Structure Analysis	This report has swappable rows and columns. Filters are swapped with either the row or the column. Use any calendar.
Balance Sheet	This report has fixed columns and rows. Accounts are in the rows and calendar periods are in the columns. To present balance sheet balances with prior year amounts, select the YTD hierarchy. Only the YTD hierarchy includes the beginning balances from the calendar. Use YTD calendar.
Income Statement	This report has fixed columns and rows. Accounts are in the rows and calendar periods are in the columns. Use standard calendar.
Income Statement Analysis	This report has fixed columns and rows. Accounts are in the rows and calendar periods are in the columns. All the period columns are selectable. Use standard calendar.
Financial Report Any Dimension	You can use this report to change the dimension displayed in the rows of the report. The columns are fixed as calendar periods but the periods are selectable. Use standard calendar.
Trial Balance	This report has fixed columns and rows. Posting accounts are in the rows and calendar periods are in the columns. Amounts are only available for the Beginning Balance column if one of these is true: The Year for the basis has been closed. The Update Next Year Balance action is selected for the basis. The report is designed to return that year's beginning balance and each period amounts for the year with an ending balance. Use standard calendar.
Trial Balance Analysis	This report has fixed columns and rows. Posting accounts are in the rows and calendar periods are in the columns. The report is designed to return the beginning balance for the period selected and each period amount within the selection. For example: Selecting Q2 2018 returns balances for Q2 2018 Beginning Balance \| Period 4 2018 \| Period 5 2018 \| Period 6 2018 \| Q2 2018 Ending Balance. Use standard calendar.
Budget to Actual	This report has fixed columns and rows. Accounts are in the rows and Scenarios are in the columns. Use any calendar. Note: By default, the Account Totals is displayed at the bottom. Use Row settings to adjust Totals to top or bottom position. The report was merged with Project Commitment Analysis and rewritten into a new template. In BI FSM, go to Dashboards > GL Financial Reporting > Financial Reporting Home. Select the Remaining Budget Evaluation report. See New Financial EPM Platform reports.
Account by AdHoc Dimension	You can select a dimension and dimension level use in the first column. The second column is the calendar period selected by the user. The third column is the previous period date based on the calendar period selected. The rows are fixed as posting accounts but the accounts are selectable. Use standard calendar.
Finance Dimension 1 Analysis	You can use this report to change the dimension displayed in the rows of the report. The columns are fixed as Actuals, Encumbrances, Commitments, and Variance but the Scenarios are selectable.