When creating your financial statements, you will begin by customizing statement settings and rows within the statement. Familiarizing yourself with the various settings for each Statement Type will help streamline this process.
Note: Each Statement Type has unique features and settings available.
Government-Wide
Financial Statement |
Common Settings |
Column Management | Component Unit | Fund Categorization | Dynamic Figures |
| Statement of Activities | x |
x | x | x | |
| Statement of Net Position | x |
x | x | x |
Statement Setting Pro Tips:
- Use Common Settings to set your rounding and decimal preferences for the entire report.
- Customize your column display naming convention through Column Management. Drag and drop columns to reorder to your preferred layout.
- Simplify maintenance by accessing Dynamic Figures to edit or change a version.
Additional Resources
- Learn more about creating a financial statement in the Support and Training article: Statement Builder - Financial Statement Creation.
- Learn how to navigate the Statement Builder Dashboard in the Support and Training article: Statement Builder - The Dashboard.
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