Usability improvements to Financial Reporting pages

Important

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Enabled for	Public preview	General availability
Users, automatically	Mar 1, 2023	Apr 1, 2023

Business value

Use financial reports to do custom reporting on your general ledger. In this release, the pages are easier to use and provide a more efficient workflow.

Feature details

We've improved the Financial Reports page, and related pages:

• The Financial Reports list is extended to show row and column analysis views. In most cases, the two analysis views must be identical for row and column for the report to work. If you don't use analysis views, you can hide these columns.
• The Financial Report page has a Show action that lets you show or hide the Options and Dimensions FastTabs, which leaves more space for the report.
• You can directly access the row and column definitions. You'll be notified that your changes will affect the use of the financial for all users.
• When you're working in a financial report, you can access default settings directly by using the Edit Defaults action. Editing defaults is the same as opening the report in edit mode, and your changes will affect all users.

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See also

Prepare Financial Reporting with Financial Data and Account Categories (docs)