The Financial Reports Hub introduces a new approach to create and view financial reports using a dynamic grid with enhanced flexibility.  In the grid, users can manipulate rows and columns to view data by various dimensions (including GLAVs, Projects, Accounts and Products).

The new Financial Reporter, accessed from the Financial Reports Hub tab, pre-queries data and loads it into memory at runtime, enabling you to quickly filter, select columns, and analyze results with exceptional speed. Because it operates directly on Transaction records, there's no longer a need to close Accounting Periods before running your financial reports.

Your org must have the Financial Suite Winter '26 version 3.363 or later installed to use this feature.

Contents

• Video Introduction
• Financial Report Categories and Types
• Financial Report Folders
• Financial Reports Grid 
• Financial Report Settings
• Financial Report Data Manager & Refresh

Introduction to Financial Reports Hub (video) 

This video provides a high-level overview of the Financial Reports Hub application. Please see the documentation for more details on any of the features presented here.

 

Video Content

• Access 0:29 
• View Reports 1:28
• Filters 2:02
• Grouping 2:27
• Data Refresh 5:36
• General Ledger Report 5:07
• Save 6:57
• Report Settings 8:25
• Export Report 11:22

Financial Report Categories 

Reports are organized by Report Category and Report Type. Currently, there are four main categories (this will be expanded in later releases).

Click here to view the above image in full screen. 

Each Report Category has its out-of-the-box Report Types that you can use as is (View Reports) or make copies with your grouping, filtering, and formatting preferences.

List of financial reports

• Profit & Loss 
• Profit & Loss with Gross Margin 
• Profit & Loss with Gross Margin and Other Income
• Profit & Loss with Gross Margin, Other Income, and EBITDA
• Profit & Loss with Other Income 
• Profit & Loss with Gross Margin and EBITDA 
• Profit & Loss with EBITDA 
• Profit & Loss with Other Income and EBITDA 
• Balance Sheet - As Of 
• Trial Balance - As Of
• General Ledger – Detail

Navigation: Use the app launcher to search for Hub, then select Financial Reports Hub.

Report Folders

Report Folders let you organize, manage, and share financial reports within the Financial Reports Hub. Create folders to group related reports and move reports between folders.

Learn more: Report Folders

Financial Reports Grid

Once data is refreshed, you can view your reports in an interactive grid that allows you to customize your view without regenerating reports.

Report features

• View reports in an interactive grid that allows you to customize the report view without rerunning reports. 
• Group rows and columns by dragging and dropping any of these fields onto the grid:
  • Subtype
  • Accounting Quarter
  • Accounting Period 
  • Accounting Year
  • GL Variables 
  • Project
  • Product
  • Account

Note: Group data by columns for side-by-side comparisons.

• Show or hide columns. 
• Filter reports by various dimension values including GL Variables, Projects, Products, and Accounts. 
• Easily switch between pivot and non-pivot modes.
• Add Total and Grand Total columns to display subtotals at each column grouping level and a consolidated Grand Total as the rightmost column. Pivot Mode must be enabled.
• Save view configurations with customized settings.
• Export reports in .xlsx or CSV formats, with various options.

Learn more: Financial Reports Grid

Financial Report Settings

Report Settings control the visual presentation of reports in the grid and in file exports. You can create and save multiple format settings to maintain different report presentations to present the same data to different audiences, e.g. to the COO, to auditors, etc.

There are several out-of-the-box reports included in the Financial Reports Hub. These can be modified and saved with new settings.

Settings include:

• Configure header and footer (for export)
• Select fonts (grid view and export)
• Specify decimal places for percentages (grid view and export)
• Choose negative number formatting (grid view and export)

Learn more: Financial Report Settings

Financial Reports Data Manager & Refresh

Financial Reports are generated with data from Transactions posted to the General Ledger. When you first begin and when there are changes made to the General Ledger (Transactions are posted or unposted), data refresh allows current and accurate report generation. Data must be refreshed before generating up-to-the-minute reports.  Use the Data Manager to refresh on demand or set up scheduled jobs that can be run at intervals of your choosing.

Learn more: Financial Report Data Manager