Financial graphs list

The Financial graphs list displays the graphs that have been created for your company.

From the list, you can:

  • Add a new graph or edit an existing one.
  • View a graph on the page or as a PDF.
  • Access the Graphs Library, where you can find templates for additional graphs.

To access the financial graphs list, go to General Ledger > All > Financial reporting > Financial graphs. The Financial graphs page displays a list of your company graphs.

Subscription

General Ledger

Regional availability

All regions

User type

Business
Permissions

List or Add Financial Graphs

Add or edit a financial graph

Select Edit to edit a financial graph, or select Add (circle) beside Financial graphs to add a new one.

View a financial graph

  • Select View graph or Printable (PDF) to view the graph output. In either case, you'll be prompted to select the as of date and other information. Learn more about the options for viewing a graph.

Delete a financial graph

  • Select Delete in the row of the graph you want to delete.

Display a library of graph templates

  • Select Graphs library at the top of the page to display financial graph templates. Available for companies that use a setup template. This list is similar to the Financial Graphs list, except that it enables you to install a new version of the original stock graphs.

Field descriptions

Graph options
Item Note

Edit, view

Edit or view how the graph is set up. Opens the graph in the editor.

View graph

Displays the graph on the page.

Options at the bottom of the page let you change some graph attributes on-the-fly such as the graph type and as of date. Depending on the filter setup for the graph, additional dropdown menus might appear for you to filter on department, location, or other dimensions.

Select Refresh after making any changes to see the results.

Print at the top of the page prints the graph. You can also save it your local hard drive or copy and paste it into a desktop application.

Printable (PDF)

Displays a PDF version of the graph.

Before the graph is displayed, you are prompted to select the as of date. Depending on the filter setup for the graph, additional dropdown menus might appear for you to filter on department, location, or other dimensions.

Delete

Deletes this graph from the list.