My Transactions Workbook
This workbook is based on the My Transactions dataset and displays all transactions you have created within the last year by default.
Customize views with additional filters and data by modifying the workbook template and dataset template. You can choose to visualize the data as a table, chart, or pivot. The dataset template is based on the transaction record.
As with all standard workbooks, only Administrators can access the My Transactions workbook.
The workbook includes the following pivot tables:
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Summary by Currency - Displays transactions by type, currency, and status
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Summary by Period - Displays a count of transactions by type and posting period
Use the Summary by Currency pivot table to search for specific transactions. You can also use the status information to identify the next workflow steps for transactions, such as for period closing.
Use the Summary by Period pivot table to report on user or team performance during each period and by transaction type.
To access the workbook, click the My Transactions link from the Workbook Templates list on the Workbooks subtab of the Analytics Home page.