This article is intended for: Editors

Use this article for: Getting Started as an organization with the Digital Financial Reporting module.

After reading this article, you should be able to: Know the steps to setting up a Digital Financial Report and access the resources to help you accomplish the steps.

Before we begin... 

⬜  Complete Training 

• Go through the ClearGov Academy learning path on Digital Financial Reporting.
  • ClearGov Academy course: Getting Started with Digital Financial Reporting
    Note: Use your ClearGov login to access ClearGov Academy.
• Attend a Getting Started Workshop on Digital Financial Reporting
  • Getting Started with Digital Financial Reporting - From Spreadsheet to Spotlight

⬜ Gather Relevant Materials

• Collect all relevant materials in preparation, including AFR documents from prior years and the names and email addresses of any contributors who will be collaborating on this document.
• Send your financial data to ClearGov to upload into our system. 

4 Steps to Creating a Digital Financial Report Document

⬜ Step 1: Create your Financial Statements in the Statement Builder

• Create your Financial Statements with the ClearGov Statement Builder module.
  • Resource: Create and Edit Statements for Your Digital Financial Report

⬜ Step 2: Create your Digital Financial Report document and Add Content 

• Create your Digital Financial Report document with robust, autogenerated content that is ready for you to modify.
  • Resource: Digital Financial Reporting - Create a Financial Report Document
• Modify the sections of your document to tell your organization’s story.
  • Resource: Report - Sections
• Customize your pages by adding and editing sections, pages, and content blocks.
  • Resource: Report - Content Blocks
• Insert Financial Statements into the pages of your document.
  • Resource: Digital Financial Reporting - Add Financial Statements
• Customize the design of your Digital Financial Report document. Set your cover image. Determine the default colors used for all charts and graphs. Adjust the font to match your organization’s brand.
  • Resource:  Report Settings

⬜ Step 3: Add and Invite Collaborators

• User Management - Add any users from your organization to the User Management application.
  • Resource: User Management
•  Collaborators - Invite co-editors or auditors to contribute content.
  • Resource: Collaborate on Your Digital Financial Report

⬜ Step 4: Preview, Publish, Print, and Share 

• Publish, Print, and Share your Digital Financial Report document!
  • Resource: Publish