Financial Report – Create a New Financial Report

Financial Report – Create a New Financial Report

After completing the necessary setup steps—Compensation Settings > Fair Value Update > Historical Cost Updating — you’re ready to generate a new financial report.

To create a new financial report:

Step 1: Click on New Report to begin the report creation process.

Step 2: Enter a suitable Report Name to identify your report.

Step 3: Choose the Interval that reflects your preferred reporting period:

• Yearly
• Quarterly
• Monthly

Step 4: If needed, select a Base Report to use as a reference or starting point.

Step 5: Define the Reporting End Date, which determines the time frame the report will cover.

Step 6: Choose the Forfeiture Rate in line with your organization’s policy.

Step 7: Click Create New Report to finalize and generate your report.