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Use the Account Overview

Use the Account Overview

The account overview shows you allocation reports for accounts in any segment.

Before you begin

Financial management users do not have access to the cost model parameter.

Role required: financial_mgmt_admin, financial_analyst, or financial_mgmt_user


  1. Navigate to Financials > Overviews > Account Overview.
  2. Under Report Parameters, select the segment and account, the fiscal period for the previous five years or five quarters, and the cost model.
  3. Click elements within the report to see a list of allocation lines.