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GL/SLA Account Analysis Report - Custom Spreadsheet Output Format

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edited Jan 30, 2019 4:31PM in Reporting and Analytics for ERP 6 comments

Summary

Custom BIP template for the Account Analysis Report that displays GL/SLA journal line output in a spreadsheet format for easier searching and filtering

Content

  1. You need to have BI Admin privilege to perform the following steps.
  2. Navigate to Shared Folders>Financials>Fusion Accounting Hub.  You will see the Account Analysis Report on the right.  Click on the Edit link for this report.
  3. Click on the Add New Layout icon.
  4. Click on the Upload icon.  Select the Account Analysis Table Format template and upload. (If you encounter an error that says “Error: Data Model does not contain sample data.  Please see next section.)

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