Running the Financial Statements with Detail report

Use this report to create a set of Consolidated Financial Statements with full detail for the selected scenario(s).

To run the Financial Statements with Detail report:

  1. In the Fin Plan Admin or Fin Plan task pane, in the Financial Planning Reports section, click Financial Analysis, and double-click Financial Statements with Detail.

  2. Refresh the data in the report by doing one of the following:

    • In the Admin ribbon tab, in the Workbook Options group, click Refresh Data.

    • Press F9.

  3. In the Refresh Variables dialog, select the following, and click OK:

    NOTE: To return all results, leave the selections blank, and click OK.

    Option Description
    Select Rating Agency Median Select the Rating Agency Median to include in the report.
    Select Scenario to View
    1. Click Choose Value.
    2. In the Choose Value dialog, select the scenario to include.
    3. Click OK.
  4. At the top of the report, in the Financial Planning Year cell, select the planning year data to view.

  5. To save the report, in the Main ribbon tab, click Save.