Statements - Create a Financial Statement

To prepare financial statements to be utilized in your digital financial reporting document (i.e., AFCR), you will need to start by building your financial statements in the Statements tool. 

Creating a Financial Statement

Navigate to the Statements tool in the navigation sidebar. Then, select the +Create New Statement button to begin creating your financial statement. 

1. Choose the Statement Category: Government-wide Statements, Governmental, Proprietary, etc.
2. Next, select the Statement Type (i.e., Balance Sheet, Budgetary Comparison, etc.).
3. In the Statement Preview column, fill in Statement Details:
   • The Fiscal Year you want to use for this statement.
   • Select which Financial Version you want the statement to look at.
   • Statement Name is automatically created for you, but feel free to edit the name.
4. Once you have selected your statement type and entered general information, select the Create New Statement button.

Pro Tips: 

• Use the ‘Search for a statement' filter to quickly find the financial statement you need.
• Select the magnifying glass icon to preview the financial statement.

Now you are ready to start editing/modifying your statement. Learn how to alter your financial statement by viewing the article: Statement Builder - Modifying a Statement.

Additional Resources 

Learn how to navigate the Statement Builder Dashboard in the Support and Training article: Statement Builder - The Dashboard.