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Disclosure Studio - Roll your Quarterly/Monthly Report Forward

This article is intended for: Administrators of the Gravity platform.

Use this article after: Completing the prior reporting period in the Gravity platform.

Note: You can select any image below to zoom in.

Rolling forward a quarterly financial report copies your existing report structure into the new period, updates dimensions, and applies any rollover rules — so you can start each quarter without rebuilding from scratch.

There are 4 sections when rolling forward a quarterly financial report. Select the section below to navigate directly to that section.

  1. Report Back-Up
  2. Dimension Updates
  3. MDFM Roll Forward
  4. Final Report Rollover

Report Back-Up

  1. Navigate to your quarterly or monthly report.
  1. Select the Copy icon to the right of the report name to create a back-up before making any changes.
  1. Navigate to the MDFM by selecting the Data icon.
  1. Navigate to the Admin section.
  1. Optionally (but recommended), select Quarterly from the dashboard dropdown to filter your view.

Dimension Updates

  1. Navigate to Dimensions and open the Quarterly section. Select Edit next to Quarterly Periods.
  1. Select Add a row in the top right of the table.
  1. Name your new period (typically YEAR_QX or YEAR_MON), copy the name exactly into the Code column, then select the floppy disc icon to save.
  1. Select the pencil icon beside the prior period to lock it.
  1. Check the Locked box and then select the floppy disc icon to save.

MDFM Roll Forward

  1. Navigate to Roll Forwards in the sidebar.
  1. Select Quarterly and then select Validate.
  1. Select Next.
  1. Select the period you are rolling from.
  1. Select the period you are rolling to.
  1. Select Execute.
  1. Select Close when complete.

 

Final Report Rollover

  1. Navigate back to the home page and open Settings.
  1. Select Roll Forward.
  1. Select your quarterly or monthly report and select Next.
  1. Select the period you are rolling to and select Next.
  1. Select the pencil icon beside any report variables that need to be updated for the new period.
  1. When complete, select Next.
  1. Decide whether to run any rollover rules in manual tables or charts. In most cases, select Yes to carry forward your existing rules.
  1. Select Next.
  1. Review all information to ensure it is correct and complete. When satisfied, select Execute Roll Forward.



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