Exercise 3: Work Efficiently
In this exercise, you will:
- Set default report to open on log in
- Save a customization and make it a default
- Create and use additional customizations
- Create and share a bookmark
Exercise
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, select 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 select OK at the bottom of the dialog box.
3. Select 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. Select Apply to generate the results.
6. Select the Page Options button 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 select 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 select Apply to generate the report.
9. Select the Page Options button and select Save Current Customization . . .
10. Enter a name for the customization and select 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. Select the Page Options button 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. Select 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.