Gravity - PAFR Completion Checklist

Popular Annual Financial Report (PAFR) Preparation Checklist

• Upload New Data 
• Validate Data in the MDFM
• Refresh MDFM Imports
• Update Variables in Period Template
• Refresh Variables
• Report Generation

Upload New Data

To begin preparing a PAFR, upload new data to Gravity utilizing the Data Integration Services. 

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

Maintaining the MDFM 

Your PAFR may have its own hypercubes. If this is the case, you will have to review mapping and adjustments in your hypercubes. Once completed, it is advised that you validate your data: 

1. Right click on the report’s hypercubes.
2. Click “Rollup”.
3. Repeat for every hypercube associated with the report.
4. Click on “Pivot” to validate the data.

Sometimes, the PAFR’s information is drawn from the hypercubes utilized for the ACFR. In this case, there is no additional work needed to begin the PAFR preparation process since this will have been completed as part of the ACFR’s preparation.

Refresh MDFM Imports

To ensure that the most accurate data is present in the PAFR, you need to refresh the 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”.

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”.

If there are any unused or broken variables, you can delete the variables from the report to avoid errors during report generation. To delete broken variables: 

1. Select the entire variable, indicated by the yellow highlighting. 
2. Click on “Extensions”. 
3. Click on “Gravity Add-ons”. 
4. Click on “Variables”.
5. Then click on “Delete”.

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”.