How to Update a Report When Changes Are Made to Accounts in the Report
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How to Update a Report When Changes Are Made to Accounts in the Report

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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. Update account properties in Maintenance > Hierarchy > Hierarchy Management.
  1. Click Save.
  1. Navigate to Maintenance > Reports > Process Reporting Area. Ensure the Scenarios tab is selected.
  1. Process each scenario for which values should be re-calculated in the Reporting cube.

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