Learn how to customize financial statements to suit your business presentation needs. Move from the basics of viewing your financial information in the statements grid through to analysis and visualizations, and learn how to securely share findings with others in your business.
Use the search box to quickly find what you are looking for or browse the list of topics below.
Properties - the information about dimensions, such as account code and name, that displays in the first column of the grid.
Measures - the way in which the numbers in the grid display. For example, you might want to see a dollar symbol before the values.
Periods and dimensions (branches, departments, countries and so on) for comparison purposes:
Change the columns, such as the Budget, Previous and Period columns, to view different data alongside the current dataset. You can also add columns to view variances between those data values and the percentage contributions they make.
Change the period to view the data across different timeframes or specific date ranges.