Using Usage Report
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Using Usage Report

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Article summary

The Usage Report provides details about the usage of segment members, helping you understand how extensively the selected report is integrated across different areas.

Note:
You can view the usage report only if you have access to Maintenance > Hierarchy Management.


You can see  the following information in the usage report:

  • Label: Displays the name of the artifact where the member is being used.
  • Type:  This field categorizes the context in which each segment member is used across the system, such as in consolidation processes, budget configurations, journal entries setup, templates, or data integrations. Each type reflects the specific functional area where the member is deployed, making it easier to understand its role and purpose. This categorization streamlines tracking and management, providing a clear view of how the member integrates into various financial processes and reporting structures.
  • Path: Gives the precise details of where the member is used, whether in a Reference Account or a Destination Account. It clearly shows how the artifact is integrated into the system.

 

How to View the Usage Report?

To view the usage report, do the following:

  1. Navigate to Maintenance > Hierarchy > Hierarchy Management.
  2. Select the required Hierarchy and the Leaf Member. The Usage Report screen appears on the right pane.
  3. Optionally, you can use the following:
    • The Apply Filter option to filter the reports.
    • The Export Option to download the report into your system.



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