1. Leveraging Finance Foundation
Reports
(And Finance BOF)
Peter Gray

2. Finance Foundation Reports
What’s New
Many Additional options on User Defined Report
Sum By Fund Type and Acct Type added to Hierarchy reports
Additional Filters on Current Year Actuals By Position report
Trial Balance Suppress zero lines
Trial Balance profiles
Financial Statements can be set in inactive

3. Finance Foundation Reports
What’s New Continued…
Return to Statement Editor always visible
Multiplier on FS.
More dynamic period filters
Access to other FAST Apps
Improved Data Entry pages
Enhanced Menu Access Admin

4. Features Often Overlooked / Under Utilized
Column Level Filters
Pinned Reports
Scheduling Reports
Using Scheduled Reports for Alerts
Dashboards
Data Entry Pages

5. What are we working on Alternate Hierarchies (Trees)
Better Drop Down Date Control
Pinned Reports converted to menu items
What would you like to see ?

6. Questions ?