How to run reports in the Financial Reporting tool

Once initial setup is complete, the Financial reporting dashboard will become available, allowing users to view reports and settings.

To access the dashboard, navigate to Compliance & Tax and click Get started under Financial reporting

The Scenario dropdown menu enables users to:

  • Rename the current scenario

  • Duplicate the scenario

  • Make the current scenario the default scenario that will be automatically selected when navigating to the dashboard

  • Delete the current scenario

  • Create a completely new scenario