6.2 Global Filters

Global filters are common for all canvasses. The below set of global filters is pinned to all canvases related to Stage Overview Reports, Stage Comparison Reports, and Account Classification Overview Reports:
  • As of Date: As of Date is the key filter based on which reports get populated.
  • Modelling Set: The modelling set is the basic building block. All executions happen at the Modelling set level. It is ideal to choose a single modelling set.
  • Legal Entity Hierarchy: If multiple legal entity hierarchies are present then it is ideal to select a single legal entity hierarchy before generating the reports.
  • Legal Entity Leaf: The user can select the legal entity leaf based on the selection of the legal entity hierarchy. Users can select multiple leaves based on requirements.
  • Organization Unit Hierarchy: If multiple organization unit hierarchies are present then it is ideal to select a single organization unit hierarchy before generating the reports.
  • Organization Unit Leaf: The user can select the Organization Unit leaf based on the selection of the organization unit hierarchy. Users can select multiple leaves based on requirements.
Additionally, the below set of global filters is pinned to all canvases related to Amortization Reports:
  • Reporting Currency: The user can select a single reporting currency based on requirements.
  • Amortization Method: The user can select amortization methods from the dropdown.
  • IFRS 9 Stage: The user can select IFRS 9 Stage from the dropdown.
  • POCI Flag: The user can select POCI Flag from the dropdown.