Use the portal to navigate throughout your Financial Consolidation and Reporting environment.
The portal's interface is designed for intuitive navigation, allowing you to easily access all the tools you need for your financial consolidation process.
Navigation breadcrumb
Located in the upper-left corner of your screen, this breadcrumb trail shows your current location within the portal, such as Home > Workflow. You can select Home at any time to return to the main dashboard.
Navigation pane
This vertical menu on the left side of the screen contains links to all available modules:
| Module | Description |
| Workflow | Displays all assigned tasks |
| Journals | Used to create, modify, delete, and review journal entries. |
| Explorer | The navigation interface is used to navigate and run available reports, input forms, and workflows. |
| Models | Used to maintain models, update metadata, and create and update views, subsets, and lists |
| Maintain | Configure all the rules and settings that drive Anaplan's Financial Consolidation and Reporting application. |
| Configure | Used to implement and maintain the Financial Consolidation environment |
| Security | Used to create and maintain users, roles, role authorizations, and profile access, review security reports, and create and maintain user API tokens. |
| Logs | Use to review data import, audit trails, and session logs |
| About | Provides information on the currently accessed tenant, security role, Financial Consolidation version, and the downloadable EXE and MSI files for the current version of Anaplan XL Reporting for Financial Consolidation and Reporting. |
Home page
The Home page is the first page you see upon logging in and can be configured to meet your organization's specific needs.
Example: A Monthly Financial Consolidation Process
A company can configure its Home page to streamline its monthly, quarterly, or yearly financial close process. The dashboard could include a section called Workflow Summary that displays the status of key tasks. This gives you a real-time view of which tasks are done, in progress, or completed.
A typical workflow on the Home page might include stages:
- Import files: Begin the process by importing essential data, such as monthly actuals from subsidiary systems.
- Review data: Check imported data for accuracy and completeness.
- Run and validate calculations: Run calculations and review validation rules to ensure all calculations and intercompany transactions are correctly processed.
- Review reports: Generate and review consolidated financial reports, such as the Balance Sheet and Income Statement.
- Run final workflows: Execute final consolidation and reporting workflows to close the period.
Learn more about creating home pages.
Portal and user settings
The icons at the upper right of the portal enable you to manage your environment and user settings.
| Icon | Description |
| What's New | Select the What's New icon to view a summary of the latest features and updates in your current release. |
| Global Languages | Select the globe icon to switch the portal's display language. |
| Tenant Settings | Select the down arrow next to the tenant name to switch between tenants or change your portal's color theme. |
| User Profile | Select your user icon to access links to contact Support or sign out of the portal. |
