This report displays balance sheet, net income, and cash flow accounts by periods in the columns. It shows the company's financial position, earnings, and liquidity over different time periods.
Prerequisites
The system requires these member tags for the report:
| Dimension | Element | Tag |
| Account | Balance Sheet | #BalanceSheet |
| Account | Net Income | #NetIncome |
| Account | Cash Flow | #CashFlow |
| Audit | Contribution | #Contribution |
| DataView | All Values (Main Dataview structure) | #AllDataViews |
| Currency | All Currency | #AllCurrency |
| Entity | Total Group (Main entity structure) | #TotalGroup |
| Intercompany | Total Group (Main Intercompany structure) | #TotalGroup |
| Measure | Amount | #Amount |
| Movement | Closing | #Closing |
| Scenario | Actual | #Actual |
Note: Member tagging is done within the Anaplan Financial Consolidation Model Manager.
The system also requires global variables for the report.
| Variable Name | Value |
| CurrentPeriod | This should be set to the name of the current period element. For example: 2026 P3. |
Access the report
To access the report:
- Select the Explorer module.
- Expand the Global > Consolidation > Reports.
- Right-click the Consolidated Financials – By Period report and select Open. Alternatively, double-click the report to open it.
Note: Your administrator may have moved the report to another location, or it may be started as part of a process.
Parameters
The key parameters of the report are:
| Variable Name | Value |
| Entity | Select an entity member |
| Currency | Select the required currency. |
| Period | It defaults to the value set in the global variable CurrentPeriod. |
| Scenario | It defaults to the scenario tagged as #Actual. |
