Configuring the Financials Home report

  1. Go to the BI FSM application and select FSM Reports > CloudSuite Financials > Financial Reports > Financials Home.
  2. Select a finance enterprise group and click Next.
  3. On the Set Dimensions tab, select dimensions for financial reporting. Clear the check boxes for dimensions that your organization is not using.
  4. Click Next.
  5. Select a reporting basis and click Next.
  6. On the Reports tab, select a report from Global Ledger or Project Ledger.
    Each user’s initial access to each report must be through this dashboard. After initial access, a report is accessed directly or from the Financials Home screen.
  7. Click Next.
  8. On the Defaults tab, select the default values for the report fields.
  9. 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.
  10. Click Done.