--- title: "Financial Reporting Dashboard Implementation Guide" canonical: "https://kb.myframeworks.com.au/space/FRAM/28389678/Financial%20Reporting%20Dashboard%20Implementation%20Guide" format: markdown --- Before the **Financial Reporting Dashboard** can be used, a one-time system administration setup must be completed. This links your chart of accounts to a reporting hierarchy — **Category**, **Account Type** and **Sub Type** — that every custom financial report references and confirms the right users have access to the dashboard itself. This setup matters because financial reports can't be built until GL accounts are linked to this hierarchy. Once it's in place, any number of reports can be created without repeating this setup, and reports update automatically as new accounts are added using the same structure. > ⚠️ **Important:** General ledger reports for Balance Sheets, Trial Balances and Profit & Loss reports run from the Reporting Dashboard are no longer valid once your system is configured to use the Financial Reporting Dashboard. This functionality is NOT feature-driven. We strongly recommend testing this process in a test or demo environment before applying it to your live system. **Who performs this:** System Administrator **Prerequisites:** System Administrator access to **GL Table Maintenance**, **Ledger Chart of Accounts Import**, **Security Group Maintenance** and the **Financial Reporting Dashboard**. An understanding of how your organisation wants to group GL accounts for reporting purposes. ## Implementation Sequence This guide walks you through the complete implementation in the correct order: 1. [Configure GL Table Records](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28389678/Financial+Reporting+Dashboard+Implementation+Guide#Configure-GL-Table-Records) 2. [Apply a Chart Sequence to Your Chart of Accounts](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28389678/Financial+Reporting+Dashboard+Implementation+Guide#Apply-a-Chart-Sequence-to-Your-Chart-of-Accounts) 3. [Confirm Security Group Access](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28389678/Financial+Reporting+Dashboard+Implementation+Guide#Confirm-Security-Group-Access) 4. [Create Your Financial Reports](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28389678/Financial+Reporting+Dashboard+Implementation+Guide#Create-Your-Financial-Reports) --- ## Configure GL Table Records Before you can restructure your chart of accounts with a new Chart Sequence, ensure the required **Account Category**, **Account Type** and **Account Sub Type** records exist in **GL Table Maintenance**. These records aren't created automatically — they must be defined before they can be applied to your chart of accounts in the next step. For full instructions on accessing, creating and editing these records, see[ Configure GL Table Records](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/966131724). ### Result Once the required **Account Category**, **Account Type** and **Account Sub Type** records exist, they're available for selection when reimporting your chart of accounts with a new Chart Sequence. ### Important Notes Create a generic **Sub Type** and **Instance** value if your reporting doesn't need these levels to carry distinct meaning (for example, **Sub Type ID 100** — "Sub Type or Details", **Instance ID 999** — "Instance"). An **Instance** value must still be defined for the **Ledger Reporting Chart**, even though the **Financial Reporting Dashboard** itself doesn't use it. --- ## Apply a Chart Sequence to Your Chart of Accounts Once the required GL Table records exist, apply them to your chart of accounts by exporting your existing accounts, updating their reporting hierarchy, and reimporting the updated file. For full instructions, see [Apply a Chart Sequence to Your Chart of Accounts](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/980516902). ### Result Each GL account in your chart of accounts is now linked to a Chart Sequence, and the **Ledger Reporting Chart** is populated with the combinations your financial reports will reference. See [Ledger Reporting Chart Maintenance - Field Definitions](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/971472897) for an explanation of how **Category**, **Account Type**, **Sub Type** and **Instance** are used in reporting. ### Important Notes We strongly recommend testing this process in a test or demo environment before applying it to your live chart of accounts. --- ## Confirm Security Group Access Users need explicit Security Group access to view the **Financial Reporting Dashboard** — this is separate from general Sales or General Ledger access. ### Configuration Steps 1. Click the **Frameworks Menu** and navigate to **System Administration > Users & Security > Security Group Maintenance**. 2. Add the **FinancialReportingDash** activity (found under **General Ledger > Enquiries > Financial Reporting Dashboard**) to each Security Group that requires access. 3. Click **Save**. ### Result Users belonging to the updated Security Groups can now access the **Financial Reporting Dashboard**. ### Important Notes Refer to [Security Group Maintenance Dashboard - Field Definitions](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/684294152) for general instructions on managing Security Groups. A current limitation: any user with access to Financial Reporting can see all reports, including those for branches they might not otherwise have access to — there's no branch-level restriction on report visibility itself. --- ## Create Your Financial Reports Once your chart of accounts is linked to a Chart Sequence and Security Group access is confirmed, you're ready to create financial reports. For full step-by-step instructions, see Create a Financial Report. ### Result Reports created this way pull live figures from your general ledger, structured around the Category/Account Type/Sub Type hierarchy configured in the previous steps, and can be compared against any budget imported through **Budget Import**. --- > ✅ ## Related Information > ✅ > ✅ - Refer to [Understanding Financial Reporting in Frameworks](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/962625555) for an explanation of the reporting hierarchy this setup enables. > ✅ - Refer to [Configure GL Table Records](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/966131724) for detailed instructions on Step 1. > ✅ - Refer to [Apply a Chart Sequence to Your Chart of Accounts](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/980516902) for detailed field information used in Step 2. > ✅ - Refer to [Create a Financial Report](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/972062742) for detailed instructions on Step 4. > ✅ - Refer to** **[Financial Reporting Dashboard - Field Definitions](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/931856390) for a full breakdown of every screen and field involved in reporting. > ✅ - Refer to [Ledger Chart of Accounts Import](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28404036) for detailed instructions on the export/import process used in Step 2. > ✅ - Refer to [Budget Import](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28401468) for instructions on importing a budget for comparison.