This article is intended for: Editors of the Statements Tool.
Use this article for: Navigating the Statement dashboard.
Note: You can click on any image to zoom in.
To prepare financial statements for your digital financial reporting document (e.g., AFCR), you will need to start by building statements in the Statement Builder.
Let’s kick off this financial statement-building process by exploring how to navigate the Statement Dashboard.
The Dashboard
Click on the image to zoom.
- Navigate to the Statements tool in the navigation sidebar. You will land on the Statement Builder Dashboard.
- At the top, you can select between Active and Archived Statements.
- Search and filter across any of the fields to locate a specific Statement. For example, search by Statement Name, Type of Statement, fiscal year, or the date created or edited.
- Select the checkbox to the left of a Statement to interact with it.
- Once you have selected your statement, in the top right-hand corner, you can select Clone or Archive.
- Cloning will require that you give the Statement a new unique name.
- Archiving will move the Statement to the Archived tab.
- From the action column, you can select the three dots next to a statement and choose to:
- Edit Statement Name allows you to change the name of your statement
- Lock Statement creates a cloned locked statement of your original statement
Additional Resources
- Learn how to create a statement by viewing the article: Statement Builder - Financial Statement Creation.
- Learn how to alter your financial statement by viewing the article: Statement Builder - Modifying a Statement.
- Learn how to clone a statement by viewing the article: Statement Builder - Clone a Financial Statement.
- Learn how to lock a statement by viewing the article: Statement Builder - Lock a Financial Statement.
Have more questions or need assistance?
Submit a Request