Viewing and Updating Dynamic Books

You can preview and select different members in a dynamic book that was created in Financial Reporting. If you select different book POV members, the new members replace the POV of reports in the book that used the original POV selection.

For example, if three reports use 2019 as the Year member, and you change the book POV to 2020, the reports display data for 2020.

1. Click Financial Reports, and then (Dynamic Book).

2. To the right of the report you want to work with, under Actions, click HTML or PDF.

   To expand dimensions to the level of detail you want, click HTML Preview, and make your changes.

   Note:

   To export a formatted report to Microsoft Excel, see Exporting Formatted Reports to Excel.

3. To select different POV members, click (Member Selector).

   • To search for a member, enter all or part of the name in the text box.

   • To change the member data displayed, click (Edit).

     See Displaying the POV Member Selector for a Report.

4. Click Continue.

   The book is generated and displays in a separate window. For example, a PDF book displays in Adobe Acrobat