Example of Viewing a Financial Report

Your company creates financial reports with Financial Reporting Studio. You need to view your monthly results on the most recent reports.

Review your financial report in HTML format for the current month.

Viewing a Financial Report

1. Navigator > General Accounting: Financial Reporting Center.

2. Select your Data Access Set.

3. Use the Live Reports and Books tab to review reports or groups of reports called books in various formats including PDF, Excel, and HTML

4. Click the View as HTML button on the desired report.

5. Use the Respond to Prompts window to select the report criteria.

6. Click the Go to Member Selection icon next to the desired dimensions.

7. Click the Expand button for the desired dimension and continue to expand until the desired value is available to be selected.

8. Click the Add to Selected icon.

9. Click the OK button until the report opens. The report displays as an HTML web page

10. Click the Done button to return to the Financial Reporting Center.