Using the Transaction List Dashboard
The Transaction List dashboard enables you to run your transaction list reports in Financial Statements and view the resulting data within the dashboard. This dashboard uses the Financial Transactions dataset and contains:
- Prompts: filter by company, year, and period.
- Subtotals: view subtotals and totals.
- Source document drill functionality: open the related transaction document.
To use the report:
- Specify a year and period data range using the Year and Period drop-down options.
- Select the company you want to see data for from the Company drop-down menu.
- Click to set a filter:
- Select an operator (Equals, Does Not Equal, Contains).
- Select a value (for the Equals or Does Not Equal operator) or type a value (for the Contains operator).
Drilling Down on Data in the Report
To drill down on data:
- Hover over a cell in the Transaction Document Number column in the table.
- Click that appears, then click Open Record.
The related transaction document opens in a new tab.
Configuring Your Dashboard
The dashboards in Financial Statements are configured using the configuration wizard. For more information, see Creating an App from the Financial Analytics Template.