Configuring the Financial Reporting dashboard

  1. Go to the BI FSM application and select Dashboards > Financials > Financial Reporting.
  2. Select a finance enterprise group.
  3. Select the Configure Dimensions icon
  4. Select dimensions for financial reporting. Clear the check boxes for dimensions that your organization is not using.
  5. Click OK.
  6. Select a reporting basis.
  7. In the Default Selections section, select default elements in the Select calendar hierarchy, Select calendar period, Select actual scenario, Select budget scenario, and Select commitment scenario fields.
  8. Select a report from the Global Ledger Reports or Project Reports section.
  9. Click the View Report arrow button.
    The initial access to each report for each user is set from this dashboard. After initial access, a report is accessed directly or from the Financial Reporting dashboard.
  10. Click the Reset button to clear the selected values so that you can start over. This is useful to refresh the data on the screen.