How to do Report

1. Many standard templates are available from Budget Reports and Analysis → Report Template. Choose one and Open.

2. You will get this popup window if it's the first time to open it.

3. Select an account → OK

4. Click on User: administrator (Only available for Administrator)

5. Design is available from the menu (Only available for Administrator)

6. You can add or remove dimensions from Parameters in Design menu

7. Click on Edit Report from Design menu → Body tab → Wizard

8. In Report Wizard → Options → Slicer

9. Current View: Scenario/Time/Entity are already available from Dimension menu, so set them as Current View Member.

10. Choose the right Senario/Time/Entity from Dimension menu & go ahead hit Refresh

11. Click on Hide Design to save this report to Shared Library/Report folder

1. Click on Budget Report and Analysis → Report Template → select report.xlsm → Open

2. Click on New Report from Design menu

3. Design your ideal report in Report Wizard → OK

4. Add Report Parameter from Parameters in Design menu

5. Choose the wanted selection from Dimensions

6. Edit Report → Report Wizard → Options → Slicer

7. Set Current View accordingly

8. Hide Design from Design menu to save this report template to Shared Library/Report folder.

• Reports saved in Report folder, go to “Budget Reports and Analysis” → Report and Analysis

• Reports saved in Personal Files, go to “Budget Reports and Analysis” → Personal and Shared Reports
  

Right click on any cell in the report → select Investigation.

Detail Instruction on Financial Analysis