Updating Reports with Changes Made to Accounts
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Updating Reports with Changes Made to Accounts

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Article summary

In order for any changes made to an account to appear in Reporting, the following steps must be completed:

  1. Navigate to Maintenance > Hierarchy > Hierarchy Management.

  1. Select the Account dimension and hierarchy. Make changes as necessary.

  1. Click Save.

  1. Navigate to Maintenance > Reports > Process Reporting Area.

  1. Process each scenario for which values should be re-calculated in the Reporting cube.


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