Edit Settings
The fields of the Settings dialog vary according to whether you access it from either of these locations:
- The Finance Dashboard
- A report linked to the Finance Dashboard.
- Period
- Select the period to view. The periods listed depend on the accounting entity which is selected. All fiscal calendars are based on 12 calendar months.
- Accounting Entity
- Accounting entities are stored in a hierarchy. You can select, from any level of the hierarchy, the accounting entity for which to view data. That is, you can select an individual accounting entity, or an aggregated entity - one that comprises two or more entities.
- Currency Type
- By default, results are displayed in the local currency but you
can switch to the reference currency where it is applicable and recorded.
Note: The list of accounting entities depends on the selected currency type. If you change currency type, you may need to reselect the required accounting entity.
- Taxonomy
- The accounting framework (IFRS, GAAP, HGB) in which to report.
- Expense method
- For IFRS and HGB, you can specify whether to use Total Cost Accounting or Cost of Sales Management. This field is not displayed if GAAP is selected.
To display the Settings dialog, click in the toolbar of a dashboard or report. By default, the Settings dialog is also displayed when you log on to a dashboard from the start page.
See start page.
To specify these settings: