This article is intended for: Editors of a budget book document responsible for creating and managing financial pages.
Use this article after: You have added financial pages to your document, reviewed them, and are ready to make universal changes to them.
Note: You can click on any image below to zoom in.
Depending on the type of financial pages you have created, you will have settings for those dimension types (e.g., Fund Summary Pages, Program, and Department). Follow these steps to access the settings.
- Navigate to the budget book’s Settings menu
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Select the Dimension page tab (i.e., Fund Summary, Location, Department, Program, etc.) to begin to make edits to the pages of that dimension universally.
Note: Universal Page Settings will apply to all pages within that dimension section of pages.
Pro-Tip: It is recommended to make changes to your financial pages in bulk using Universal Page Settings. This will standardize your financial pages and streamline your time management for customizing your financial pages.
Auto-generated Content on Financial Pages
When Financial Pages are created, content block sections are auto-generated to display data by every dimension in your Chart of Accounts. Each content block section contains areas for you to include headline and summary text, auto-generated summary, multi-year and single-year charts, and a financial schedule table.
Because this may be more detailed than your organization typically displays in your document, you can universally hide content blocks and sections, and customize your charts and tables, from the document Settings.
Select the link, below, to navigate to the article about the specific customization options you have.
- Digital Budget Books - Financial Page Settings - Show and Hide Content Blocks
- Digital Budget Books - Financial Page Settings - Configure Charts
- Digital Budget Books - Financial Page Settings - Configure Financial Schedule Tables
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