You’ve completed your first digital financial reporting document! Now you're looking at creating your new fiscal year document. There are a few easy steps to take to prepare your new fiscal year financial reports.
Below, you will learn:
- Steps for updating your financial information
- Steps to clone and update your financial report
- Steps to clone and update your financial statements
- Steps to publish and present your digital financial report
Note: You can click on any image below to zoom in.
Step 1: Update your Financial Data
Update your financial data by either submitting a data request to our data team or uploading updated data in the Financial tool. Note: This step can be done throughout the process of updating your Digital Financial Report.
- Review Managing Your Financial Data to learn how to update your data through the Financial Application
- Review how to make a data request in the Support & Training article: Submit a ClearGov Data Request.
Step 2: Carry Forward Your Statements
Once you have updated your financial data, navigate to the Statement tool to begin carrying forward your financial statements.
Learn more about carrying forward statements in the Support and Training article: Statements - Carry Forward Financial Statements Financial Statements.
Step 3: Clone Your Digital Financial Report Document
Next, clone the prior year's digital financial report document.
- From the Digital Financial Report module home screen, locate the financial report you wish to use to create the new financial report document.
- In the Actions Menu, select the Clone option. Give the new document a Name. You can clone page comments and page statuses; however, for a new year/new document, it is recommended that the Clone Page Statuses box remain unchecked. Then, select the Clone button to duplicate your prior fiscal year document.
Next Steps
Now that you have copied your Digital Financial Report document, select the document name to begin:
- Editing narratives and updating dynamic figures in narratives
- Changing out statements with the newly carry forward statements
- Utilizing page status and comments to keep track of changes
Step 4: Present and Publish Your Digital Financial Report
Finally, make your digital financial report visible to the public and decide how to publish the report:
- Copy the link to post the link on your website
- Grab embed codes to embed the report on your website
- Download a PDF of the report
Learn more about publishing and presenting your digital financial report in the Support & Training article: Reports - Publish and Publicize Your Document.
Additional Resources
- Learn more about financial statements in the Support & Training articles in the Tools - Statement Builder section.
- Learn more about financial reporting in the Support & Training articles in the Digital Financial Reporting section.
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