Publishing or unpublishing income statement templates

If you unpublish a template, it will no longer display in the Income Statement Viewer.

To publish or unpublish income statement templates:

  1. In the Mgmt Admin task pane, in the Management Reporting section, double-click Income Statement Template Builder.

  2. From the Group By Column drop-down, select the ACCT dimension column in which the template is based.
  3. From the Saved Templates drop-down, type or select the template to modify.

  4. Click Modify Template Details.
  5. Click the fifth square for Step 5 in the upper right corner of the page.

  6. In the Step 5: Summary and Preview Page, do one of the following:
    • To publish the template, click the Publish toggle to Yes.
    • To unpublish the template, click the Publish toggle to No.
  7. Click Save.