7 Log In and Start Checklist for Financial Consolidation and Close Users

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Welcome to Financial Consolidation and Close Users!

user role

Here’s a checklist to help you get going with Financial Consolidation and Close on Day 1 of your experience, with links to documentation and other resources.


Some of this content may not be appropriate for your role (that is, for the activities you’ll be doing in Financial Consolidation and Close). If you’re unsure about your role, talk to your service administrator.

This checklist is meant to be a general guideline for tasks to be performed on Day 1 after the Financial Consolidation and Close application is ready to use. It is assumed that the Financial Consolidation and Close business process, application, and data have already been set up. There may be more or fewer tasks required for this role on Day 1, depending on your organization’s requirements, the application design, and the application roles you have been assigned.

Install clients and configure

install client

  1. Make sure your browser meets the prerequisites.

    Read this: Setting Up Browsers for EPM Cloud (10 mins)

  2. Install EPM Automate to remotely perform tasks within EPM Cloud environments (optional).

    Read this: Downloading and Installing Clients (10 mins)

  3. Optional: Install available clients as needed, such as:

    • Smart View (may already be installed)

    • Product-specific extensions

    • Financial Reporting Web Studio

    • EPM Automate

    Read this:

    Available Clients and Utilities (10 mins)

Log in and setup

login and set up

  1. Log in to Financial Consolidation and Close.

    Read this: Access EPM Cloud (10 mins)

  2. Navigate around the Home page.

    Read this: Understanding the Home Page (5 mins)

  3. Get ready to work in Financial Consolidation and Close, such as setting preferences.

    Read this: Setting Your Preferences (15 mins)

Start using Financial Consolidation and Close

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  1. Start working with Financial Consolidation and Close forms and learn how to update data quickly.

    Read this: Entering Data in Forms (15 mins)

  2. Learn the basics of working with your Financial Consolidation and Close data.

    Read this: Data Flow (15 mins)

    Watch this video: Tips and Tricks for Understanding Data in Financial Consolidation and Close

  3. Use dashboards and infolets to visualize and work with data.

    Read this: Monitoring Dashboards (10 mins)

    Read this: Viewing Key Information with Infolets (15 mins)

    Watch this video: Dashboards Overview (3:39)

  4. View summaries of key data with reports and books.

    Read this: Working with Reports (20 mins)

  5. Set up the approvals process for your business users.

    Read this: Managing the Approval Process (15 mins)

    Watch this video: Setting Up the Approval Process (4:40)

  6. Design and customize ad hoc grids for your business users or use ad hoc grids to quickly drill into data slices that are important to you.

  7. View, analyze, and report on your Financial Consolidation and Close data using dashboards, infolets, and reports.