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Generate financial reports

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Generate financial reports

You can view and edit financial reports and generate new reports using the Reports application.

Before you begin

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

Role required: cost_transparency_admin, cost_transparency_analyst

About this task

Only companies with the Vendor check box selected can receive allocations.


  1. Navigate to Reports > View / Run.
  2. To find the baseline financial reports, search for reports using the tables in the application.
    Examples include:
    • Cost Allocation Aggregates [itfm_cost_allocation_aggregate] or Cost Allocations [itfm_cost_allocation] for allocated expenses
    • Groomed General Ledger Data [itfm_gl_data_groomed] for data in the general ledger
  3. Click a report name, such as Expenses by Allocation State, to open it.
  4. Modify the report details, such as the Table or Type as needed.