Initial configuration for Global Ledger reports

You must configure financial reporting in Infor OS Portal and Infor EPM Platform before using analytics cubes for Global Ledger.

Configuring the Financial Admin Configure report

This report should be configured during the initial installation. Configuration is done whether it is a local installation or if the installation is performed by an administrator on a server.

  1. Go to the Financial Reporting application and select Dashboards > GL Financial Reporting > Financial Admin Configure.
  2. In the Data Connection section, select the database to which to connect.
  3. In the Infor Financials Models section, select the GLTOT and FINGP check boxes to enable the respective analytics cubes. These settings are saved automatically. A change is not required unless the database changes.
  4. In the Configurations for Infor OS Portal Drill section, specify this information:
    Enter the Data Area
    Specify the name of your Financials data area.
    Enter the CloudSuite Financials Logical ID
    Specify the logical ID defined in Infor OS Portal for the Financials plugin.