View an Account Group from the Financial Reporting Center

This example shows how to view an account group from the Financial Reporting Center.

Viewing an Account Group

  1. Navigate to the Financial Reporting Center.

  2. Click the Sales Organization account group link.

  3. Change the period to 03-17. The balances are automatically updated.

  4. Click Show/Hide Segments.

  5. On the Account segment, select Value and Description.

  6. For the Product and Intercompany segments, clear Value.

  7. Click Done.

  8. Click View as Sunburst.

  9. Click Show Description.

  10. Select any cost center segment and click Move Ring Toward Center.

    Note: You can also use the Segments section to move the rings.
  11. Click Done.