This process guide provides a step-by-step overview of managing and publishing reports within Disclosure Studio including managing users, applying workflows to the report, validating the MDFM data and reviewing, editing and publishing the report.
Step 1: Set Up Collaboration Tools
Add additional users and set up workflows to manage and track the process of the report. Then apply workflows to the specific report sections to help you track the process of each section making sure all sections have been reviewed, edited and are ready to publish.
Resource: Collaborate in Disclosure Studio
Step 2: Review MDFM Data
Review the MDFM for any unmapped accounts, major and non-major fund mapping and rounding needs. Apply adjustments (journal and conversion entries) to ensure your report data is ready for auditor review.
Resource: Review and Finalize your Financial Data
Note: If your report is not looking at the correct fiscal period, roll forward your report before continuing.
Resource: Copy and Roll Forward your Report
Step 3: Review and Edit Financial Data, Content and Variables in the Report
Review and edit all automated tables, manual tables, and charts to ensure the data is accurate and formatted correctly for the report. Review all text, images and headers for accuracy. Add variables to your text to reference to data or notes and pages, ensuring your report stays up-to-date with the latest data.
Resources:
Step 4: Manage Report Structure and Set Up the Table of Contents
Once the content is finalized, review the placement of the content and sections within the report and use tools to format the layouts as necessary. Add entries to the Table of Contents to ensure readers find the critical information easily.
Resources: Build and Manage the Report Structure
Step 5: Publish the Report
After previewing and reviewing the report, generate a final version report and utilize the PDF on your website and other methods of communication.
Resources: Review and Publish the Report
Published your Report? Get ready for the Next One!
Use this process guide to roll forward your report and set the system up for your next report.
Resources: Start Your Next Report (Roll Forward)
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