EPM Analytics

This section contains enhancements in EPM Analytics.

GL Reporting

Comparative Balance Sheet was enhanced to produce Comparative Income Statement. In Financial Reporting Home dashboard, the report is called Comparative Financial Statement.

The report can be run for Balance Sheet or Income Statement. The main purpose of the reports is to compare results by year, quarter, or month.

Program/Business class/Process affected:

  • Comparative Balance Sheet (gl_ComparativeBalanceSheet)
  • Financial Reporting Home (gl_FinancialReportingHome)

Use these steps to test the enhancement:

  1. Launch the Financial Reporting Home dashboard.
  2. Click the Comparative Financial Statements report.
  3. Verify that:
    • Comparative Balance Sheet report was renamed Comparative Financial Statements
    • There is a View option when you select Balance Sheet accounts or Income Statement accounts

JR-5143262

Consolidated Income Statement was enhanced to produce Consolidated Balance Sheet. In Financial Reporting Home dashboard, the report is called Consolidated Financial Statement.

The report can be run for Balance Sheet or Income Statement. The main purpose of the reports is to compare results across selected Accounting Entities.

Program/Business class/Process affected:

  • Consolidated Income Statement (gl_ConsolidatedIncomeStatement)
  • Financial Reporting Home (gl_FinancialReportingHome)

Use these steps to test the enhancement:

  1. Launch the Financial Reporting Home dashboard.
  2. Click the Consolidated Financial Statement report.
  3. Verify that:
    • Consolidated Income Statement report was renamed to Consolidated Financial Statement
    • There is a View option when you select Balance Sheet accounts or Income Statement accounts

JR-5143261