In the Excel file, create three tabs and name them to indicate the following accordingly: Summary A1 Sample PBC 126b GAAP 998 Data A2 Legal Data A3 Run GAAP Summary FIRMS GAAP Dashboard: GAAP Summary Dashboard Tab: Open Dashboard B1 Upper right corner Menu location: Dashboards > FIRMS Navigation: GAAP *If it was recently accessed, open the dashboard from the main Home page. B2 Set Dashboard Filters Report Filters Select GAAP Business Unit Select Business Unit Select Fiscal year Select Period From 1 - Period To 998 Select GAAP Object Code Input GAAP Accounts & “721001” “721009” Click on Filters” button to “Apply apply the filters Set GAAP Summary Report Filters B3
In the Excel file, create three tabs and name them to indicate the following accordingly: A1 Summary Sample PBC 126b A2 GAAP 998 Data A3 Legal Data Run GAAP Summary Dashboard: FIRMS GAAP Dashboard Tab: GAAP Summary B1 Open Dashboard Menu location: Upper right corner Navigation: Dashboards > FIRMS GAAP *If it was recently accessed, open the dashboard from the main Home page. B2 Set Dashboard Filters Report Filters Select GAAP Business Unit Select Business Unit Select Fiscal year Select Period From 1 - Period To 998 Select GAAP Object Code Input GAAP Accounts “721001” & “721009” Click on “Apply Filters” button to apply the filters B3 Set GAAP Summary Report Filters
CH_09.03.10_PBC_Schedule_126b_133a_138_DW_Report_FINAL.docx