Accessing the Financial Report Builder

You need both the Financial Statements permission and the Report Customization permission to access the Financial Report Builder. If you don't have the necessary permissions, contact your account administrator. See Giving Access to Financial Statements for more information.

You can access the Financial Report Builder in any of the following ways:

The Financial Report Builder opens on the Edit Layout page. If editing functions aren't enabled on the Edit Layout page, see Making a Layout Editable in the Financial Report Builder.

Related Topics

General Notices