1. Suppose that you use the General Ledger Reporting dashboard frequently. In this case, you can have Cal Answers automatically open to this dashboard whenever you log in.
In the upper-right corner, click the drop-down arrow next to your name and select My Account.
2. From the Starting Page drop-down list, select the Finance: General Ledger Reporting dashboard. Then click OK at the bottom of the dialog box.
3. Click Sign Out in the upper right corner to sign out of Cal Answers.
4. Log in to Cal Answers.
5. Go to the General Ledger Summary report. Notice that your prior selections for Fiscal Yr, Accounting Period as of, and Org Level 3 are not retained. In this next step, you’ll create a customization to save these selections.
Make your selections for Fiscal Yr, Accounting Period as of, Org Level 3 and select a department for Org Level 4. Click Apply to generate the results.
6. Click the Page Options icon and select Save Current Customization . . .
7. Enter a name for your customization in the text box. Check the box to Make this my default for this page. Then click OK.
8. It turns out that you’ll need to run this same report for another Department so you decide to create another customization. Change the Department and click Apply to generate the report.
9. Click the Page Options icon and select Save Current Customization . . .
10. Enter a name for the customization and click OK. Do not check the box to make this your default for this page.
11. Sign out of Cal Answers.
12. Log back in to Cal Answers.
13. Select the General Ledger Summary report.
14. Now you want to generate a report using the second customization you created. Click the Page Options icon and select Apply Saved Customization and select the French customization.
15. You want to share this report with a colleague so you’ll create a bookmark. Click the Page Options icon and select Create Bookmark Link.
16. Copy the URL from the address bar of your browser. You can paste this URL into an email or chat to share with another Cal Answers user who has access to this dashboard and entity data.
End of exercise