Financial Management reports The Financial Management application provides several financial reports in overview and dashboard modules. These reports help you track where expenses are allocated and what kind of financial data is in the general ledger. In addition to the default reports, you can create custom reports that run on any table that the application uses. You can base reports on several components of the application, such as buckets, fiscal periods, and segments from the IT chart of accounts, including segments that you create. The allocation data that the reports display are derived from allocations lines in the Cost Allocation [itfm_cost_allocation] table. Only the allocation lines marked final are included in reports. You must have one of the Financial Management user roles can access the overview and dashboard modules. Note: The overviews and dashboards contain a UI graphical element called Report Parameters that allows users to configure settings for the reports, such as the segments and fiscal period to display in the reports. Do not delete this widget. By default, the reports show allocations from the Cost Allocation Aggregates [itfm_cost_allocation_aggregate] table, rather than the Cost Allocation [itfm_cost_allocation] table (starting with the Geneva release). If you have the financial admin or analyst role, you can select a cost model to report against, starting with the Geneva release. If you have the financial user role, the cost model is determined by the main report settings. Figure 1. Example of the Financial Overview Default reportsThe Financial Management application provides these reports that you can add to any homepage. The reports appear in the Add content window:Use the Financial OverviewThe Financial Overview module shows you a variety of reports, including total allocations, allocations by segment or fiscal period, and allocations for buckets and sub-buckets.Use the Account OverviewThe account overview shows you allocation reports for accounts in any segment. Use the Business Service OverviewThe Business Service Overview module shows you reports for each business service. Use the Business Unit OverviewThe business unit overview shows you reports for each of the business units based on the selected fiscal period.Use the Financial dashboardThe Financial dashboard shows allocations for a segment that you select.Use the Trending dashboardThe Trending dashboard shows allocation data for each segment and total allocations for all segments over time. Use the trending dashboard to understand how your expenses have increased or decreased throughout a range of fiscal periods.Use Business Service Allocation reportsBusiness Service forms display a bar chart report that shows the expenses allocated to that business service for each fiscal period during which there is an allocation.Use Project Management Allocation reportsProject and portfolio forms display a pie chart report that shows the expenses allocated to that project or portfolio shown by the bucket the expense belonged to.Use Vendor Allocation reportsCompany forms display a chart report that shows the expenses allocated to that company shown by fiscal period. Generate financial reportsYou can view and edit financial reports and generate new reports using the Reports application.CIO DashboardThe CIO Dashboard provides you with a quick summary of finances, operations, and projects.