How to Set Up a Financial Package?

Setting Up a Financial Package

1. Click Reports. 
2. From the reports home page, click Add from the top menu.
3. Select Financial Package, and the financial package home page appears. It contains three panes by default. 
   • Left Pane - It displays the groups and sections hierarchy created within a financial package. You can drag and drop the desired section or group to rearrange this hierarchy. The center pane displays the fields based on the hierarchy selected here.
   • Center Pane - The center pane displays the properties of the hierarchy selected in the left pane. You can configure these properties as per your requirements and define the layout of each section or group. The center pane mainly consists of two sub-sections; Details and Content.
   • Right Pane - Based on the center pane configurations, the right pane displays various options needed to configure the properties in the center pane. For example, if you choose Content Type as Dynamic Reports, the right pane displays the file cabinet from where you can select the desired dynamic report.
4.  Fill in the fields related to the financial package available in the Details and Content subsections in the center pane and Save the package. You can add sections, groups, or variables to a financial package only after saving the package.
5.  You can use the Add (plus icon) on the top menu of the financial package home page to add a new section, group, or variable to create a hierarchy within the package.
6. Once all the details are added, change the Status toggle from In-progress to Complete.