Dynamic Figures - Account Mapping

Account Mapping allows you to select specific accounts from your data and display the corresponding financial figures. It's an effective way to provide in-depth insights into specific line-item information, enhancing clarity in financial reporting.

1. In the Account Mapping General Information section, select:
   •  Account Type (expenditures, revenue, asset, liability, or equity)
   •  Financial Data version (budgeted or actual)
   •  Budget Year and Version
   •  Format Option (the way monies are displayed)
   • A descriptive name for this dynamic figure
2. Then, select specific accounts in the Account Mapping table. 
   • Pro tip: Drag and drop columns to create Row Groups, which will organize and sort your line items by a specific row group. You can choose to group by Function, Department, Object, Fund, or Department. 
3. Verify that the Amount/Value is correct, then select Save & Insert Dynamic Figure to add it to your Narrative or Statement.