18.5.1 Accessing the Standard Reports and Dashboards

To access the standard dashboards and reports in AFCS, complete the following steps:

1. On the Home Page, from the click Dashboards from the LHS menu. You will see the basic summary reports.
2. On the page header, click Dashboards and select the required dashboard.

Each seeded dashboard contains a set of options at the top of the page, which you must select to create the report. The Balance Computation Results dashboard consists of the following options:

• Effective Date: Click the calendar icon and select the effective date.
• Accouting Standard: Select the accounting standard.
• General Ledger Code: Select the general ledger code.

After updating the options, click Apply. To refresh the data in the fields click Reset.

A few reports also have filters at each reporting level which are detailed in the Report Descriptions section. Select the appropriate report filters so that data is displayed accordingly. Each report within a dashboard contains the following features:

• Analyze: To analyze the values displayed in the report.
• Refresh: To update the values displayed in the report.
• Export: To export data into multiple formats such as PDF, Excel, PowerPoint, and so on.