Dashboards in Financial Statements

Financial Statements includes the following predefined dashboards:

Financial Statements Dashboards

Dashboard

Description
Balance Sheet Enables you to run balance sheet reports in Financial Statements and view the resulting data within the dashboard. This dashboard uses the Financial Balances dataset.
Income Statement Enables you to run income statement reports in Financial Statements and view the resulting data within the dashboard. This dashboard uses the Financial Balances dataset.
Transaction List Enables you to run transaction list reports in Financial Statements and view the resulting data within the dashboard. This dashboard uses the Financial Transactions dataset.
Trial Balance Enables you to run trial balance reports in Financial Statements and view the resulting data within the dashboard. This dashboard uses the Financial Transactions dataset.
Note: In some areas of the screen, when you hover the pointer the icon might appear. To hide this icon:
  1. Go to Setup | App Setup | Customize | Chatter | Feed Tracking. Using Lightning Experience:Closed Click | Setup. Go to App Setup | Customize | Chatter | Feed Tracking.
  2. In the list of objects, click Analytics Asset.
  3. Deselect the Enable Feed Tracking checkbox.
  4. Click Save.
  5. Return to the dashboard and refresh the page.
Note:

In multi-company mode, when you open the Balance Sheet, Income Statement or Trial Balance dashboards for the first time, details will be shown for the company which appears first alphabetically, for that currency code, instead of using the company name from the app template.

Use the Company filter to select the company you want to see details for.

Financial Statements Icons

The following icons are available in the dashboards:

Icon Description
Click to hide the filter panel. Click again to show the filter panel.
Click to configure the dashboard. Click again to exit the configuration.
Click to view the help.
Note:

When you change a field selection on the Dashboard Configuration page, any previously selected values remain selected. For example, if you select Gross Profit in the Section field, but later change the field to Trial Balance 3, Gross Profit remains selected. Previously selected values do not affect the results of the report, however, if you want to clear a selection, click then click the checkbox next to the selected value.

For general information about dashboards in Analytics, see the Salesforce Help for Analytics.

The Financial Statements dashboards are configured using the App Template Design wizard. For more information, see The App Template Design Wizard.