Disclosure Studio

Log-In and Manage Your User Account

• Log-In to Disclosure Studio
• Edit your User Profile in Disclosure Studio
• Change your Password for Disclosure Studio
• Access Disclosure Studio in ClearGov

Navigate Disclosure Studio

• Navigate the MDFM in Disclosure Studio
• Navigate the Report Builder in Disclosure Studio
• Navigate Workflows in Disclosure Studio
• Navigate Settings in Disclosure Studio
• Utilize Documents to Store and Reference Files

User Management and Create Workflows

• Collaborate in Disclosure Studio with Users, Groups and Workflows
• User and Group Permissions in Disclosure Studio
• Add and Manage Users in Disclosure Studio
• Create and Manage a Team (Group) in Disclosure Studio
• Create and Manage Workflows in Disclosure Studio

Manage Financial Data & Statements (MDFM)

• Upload and Manage Data Sets
• Review and Reconcile Financial Data

Manage a Report (Disclosure Studio)

• Manage Reports
• Apply Workflows
• Build and Manage Report Sections and the Table of Contents
• Add and Manage Content
• Automate the Report
• Review and Publish the Report

• Review and Edit a Report in Disclosure Studio

Start Your Next Report (Roll Forward)

• Start Your Next Report (Roll Forward Process)
• Add a Global Period in the MDFM for the Roll Forward Process
• Roll Forward the MDFM and Change the Period of Table Views
• Copy and Roll Forward a Report in Disclosure Studio

ACFR Resources

• Checklist: Disclosure Studio - Getting Started with an Annual Comprehensive Financial Report (ACFR)
• Checklist: Disclosure Studio - Prepare for the ACFR
• Checklist: MDFM - Prepare Financial Statements for an ACFR Report
• Checklist: Disclosure Studio - Finalize MD&A (Management Discussion and Analysis) in your ACFR Report