Financial EPM Platform reports

This table shows the GL reports that are available in the Infor EPM Platform. Select Financial Reporting > Dashboards > Financials > Financial Reporting > Global Ledger 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.

The report is merged with Account by AdHoc Dimension into a single standard report. In Financial Reporting, go to Dashboards > GL Financial Re-porting > Financial Reporting Home. Select the Financial Structure and Account Analysis report.

See New Financial EPM Platform reports.

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.

This report has been updated. You can now use Summary Trial Balance > View > Periodical 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.

The report is merged with Finance Structure Analysis into a single standard report. In Financial Reporting, go to Dashboards > GL Financial Re-porting > Financial Reporting Home. Select the Financial Structure and Account Analysis report.

See New Financial EPM Platform reports.