Digital Financial Reporting - Add Financial Statements

Whether you're preparing an ACFR or an AFR document, you will need to include financial statements. Below, we'll outline the steps to insert a financial statement in your document.

Adding a Financial Statement from the Statement Builder Application

1. Navigate to the page you want to add a statement from in the Statement Builder.
2. Select Insert Financial Statement.
   • Note: The Upload Statement option is for a financial statement created outside ClearGov.
3. If the statement is already created, select your preferred statement. Pro Tip: Utilize the search boxes and advance filter options to quickly locate the correct financial statement.
4. Select the Insert Selected Financial Statement button. 

If you need to create a new statement select the Create New Statement in Statement Builder link in the left-hand corner of the popup screen.

To learn more about creating a statement visit the Statement Builder - Financial Statement Creation article.