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 do not have 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:
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Run a financial statement, and on its results page, click Customize.
You should use this method for customizing OneWorld financial statements to assure selection of the correct subsidiary context and layout. For more information, see OneWorld Financial Statements.
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Go to Reports > New Financial Report, and select a financial statement type from the New Financial Report - Select Financial Statement page.
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Go to Reports > Report Overview. In the Saved Reports, Financial, or Banking/Budgeting lists, click Customize for a report that uses the Financial Report Builder. For a list of reports that use the Financial Report Builder, see Available Financial Statements.
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Go to Reports > Financial > Row Layout Assignment. Click Customize next to a standard financial statement, or click Edit next to a custom financial statement.
The Financial Report Builder open on the Edit Layout page. If editing functions are not enabled on the Edit Layout page, see Making a Layout Editable in the Financial Report Builder.