Once the .csv file is downloaded, copy the data and paste it to the GAAP Data tab (reference to of A2) the Excel file created in Step A. Run Legal Actuals Transaction Inquiry Dashboard: Actuals Reports Dashboard Tab: Open Dashboard D1 Upper right corner Menu location: Dashboards > Transaction Navigation: Inquiry *If it was recently accessed, open the dashboard from the main Home page. Choose Actuals Report D2 Click on either Report” Tab “Actuals on the page header or the link (with the same name as the tab) in the menu list Choose Report Index > Actuals Transactions Set Dashboard Filters D3 Report Filters Select Business Unit (CMP) Select Fiscal Year Select Period Between 1 to 12 Advanced Filters Select GAAP Nat Class
Once the .csv file is downloaded, copy the data and paste it to the GAAP Data tab (reference to A2) of the Excel file created in Step A. Run Legal Actuals Dashboard: Transaction Inquiry Dashboard Tab: Actuals Reports D1 Open Dashboard Menu location: Upper right corner Navigation: Dashboards > Transaction Inquiry *If it was recently accessed, open the dashboard from the main Home page. D2 Choose Actuals Report Click on either “Actuals Report” Tab on the page header or the link (with the same name as the tab) in the menu list Choose Report Index > Actuals Transactions D3 Set Dashboard Filters Report Filters Select Business Unit (CMP) Select Fiscal Year Select Period Between 1 to 12 Advanced Filters Select GAAP Nat Class
CH_09.03.10_PBC_Schedule_126b_133a_138_DW_Report_FINAL.docx