Gravity: Monthly and Quarterly Report Completion Checklist

Monthly & Quarterly Report Preparation Checklist

• Upload New Data
• Roll the Report Forward
• Review Mapping in the MDFM
• Validate Data in the Pivot Tab
• Update Variables in Periods Template
• Refresh Variables
• Refresh MDFM Imports
• Review Labels
• Generate the Report

Upload New Data 

To begin preparing a monthly or quarterly report, upload new data to Gravity utilizing Data Integration Services. 

Reminder: The reference file to upload to Gravity can be found in the Administration folder of any report under Data Integration Services.

Roll the Report Forward

Since the monthly are quarterly reports are frequently produced, the report will need to be rolled forward before any more work can be completed. Please refer to the “Roll Forward Training Brochure” to review the entire roll forward process, but for any Quarterly or Monthly Report, ensure that you select the correct label to roll forward to.

Review Mapping in the MDFM

The monthly and quarterly report data is drawn from hypercubes utilized for other reports, such as the budget book. Before moving to the data validation stage, it is recommended to view all mapping in the hypercubes to ensure that all accounts will be reported in the report.

Update Variables in Periods Template

To keep the report as accurate as possible, the fiscal period must be kept up to date. 

The period variables need to be updated in the period template to ensure that the correct dates will appear in the report. To update the period variables: 

1. Enter the Administration folder in the report. 
2. Open the Period Template. 
3. Change the appropriate number to update the variables. 
4. Then click on the three lines beside the object tab. 
5. Click on “Submit”.

Refresh Variables

Once the periods template has been updated, the report’s variables need to be refreshed. To refresh the report’s variables:

1. Click on “Data” in the top blue bar.
2. Click on “Refresh Variables”.

Refresh MDFM Imports

To ensure that the most accurate data is present in the Quarterly or Monthly report, make sure to refresh all MDFM Imports. To refresh the MDFM imports:

1. Click on the three dots to the right of the top-level folder.
2. Click on “Data”.
3. Then click on “Refresh MDFM Imports”.

Review Labels

Labels are a powerful tool in Gravity to ensure the correct information is printed in your Quarterly or Monthly Statements. To review which labels, you are utilizing in your report: 

1. Click on the gear icon in the top right corner. 
2. In the drop-down menu, click on “Labels.”
3. Review the labels you are utilizing in the report. 
4. As needed, add or remove labels in this menu.

After reviewing the labels in your report, each object in the report tree can contain a label that will specify when this object will be printed. To check which objects will be printed in in the report:

1. Right click on any object in the report. 
2. Click on Properties. 
3. In the “General” tab, reviews the labels assigned to each object. 

For any spreadsheet documents, you will have to complete an additional steps in the properties: 

1. In the properties menu, click on “Areas”. 
2. In the “Printable Ranges” tab, review the labels assigned for each printable range. 

Report Generation

Once the report has been proofed, the report will need be prepared for publication. To prepare the report for publication: 

1. Click on the three dots to right of the top-level folder.
2. Click on “Generate”. In that submenu, click on “Generate”. 
3. Select the destination of the report. 
4. Click “OK”.