Dashboards in Financial Statements
Financial Statements includes the following predefined dashboards:
Dashboard |
Description |
---|---|
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. |
Aged Analysis by Date | Enables you to review the age of outstanding transactions for either accounts payable or accounts receivable, by analyzing whether transaction line items that occur before or on a selected date have been matched. This dashboard uses the Financial Matching dataset. |
Aged Analysis by Period | Enables you to review the age of outstanding transactions for either accounts payable or accounts receivable, analyzing whether transaction line items that occur in or before a financial period and year have been matched in that period or before. This dashboard uses the Financial Matching dataset. |
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. |
For general information about dashboards in Analytics, see the Salesforce Help for Analytics.
The Financial Statements dashboards are configured using the configuration wizard. For more information, see Creating an App from the Financial Analytics Template.