Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2024-09-20
Download PDF
Configure Account Certification Dashboard in AP&C

Configure Account Certification Dashboard in AP&C

  • Create a Ledger Account summary of all balance sheet accounts.
  • Map the standard alias _BS_Balance_Sheet_Accounts to the Ledger Account Summary.
  • Security:
    Process: Account Certifications - Reporting
     domain in the Financial Accounting functional area.
You can configure the Account Certification Dashboard in Adaptive Planning and Consolidation (AP&C) to display these reports on the dashboard:
  • Account Certification Definitions for Balance Sheet Accounts.
  • Balance Sheet Certification Progress.
  • Number of Account Certifications by Status.
  1. (Optional) Verify that for the
    Balance Sheet Certification Progress
     report, the
    Ledger
     prompt field has a value of
    Actuals Ledger Type (Derived)
    .
    1. Access and run the
      Balance Sheet Certification Progress
       for the company and fiscal period for which you want to configure the Account Certification Dashboard.
    2. From the related actions menu of the report, select
      Standard Report
      Edit
      .
    3. From available actions menu of column
      C3
      , select
      Edit
      .
    4. Under the
      Map Sub Report Prompts
       section, confirm these values:
      • Prompt Field
        :
        Ledger
        .
      • Value Type
        :
        Use Value From Prompt Set
        .
      • Value
        :
        Actuals Ledger Type (Derived)
        .
    5. Click
      OK
       and then exit.
  2. Access the
    Maintain Dashboards
     report.
  3. Locate the
    Account Certification Dashboard
    , and click
    Edit
    .
  4. On the
    Content
     tab, click
    Add
    .
  5. In the
    Tab Name
     field, enter a name for the dashboard. Example: Account Certification Statistics.
  6. Clear the
    Configurable By User
     option.
  7. In the
    Prompt Set
     field, select
    Account Certification Prompt Set
    .
  8. Expand
    Worklets
    , and add these 3 Account Certifications reports as worklets to the grid:
    Option Description
    Worklet
    • Balance Sheet Certification Progress.
    • Account Certification Definitions for Balance Sheet Accounts.
    • Number of Account Certifications by Status.
    If required, you also add custom reports as Worklets.
    Worklet Size
    1x or 2x
    You also select a combination of 1X and 2X to configure the report layout to meet your needs.
  9. Click
    Done
    .
  10. From your Home page, click
    Menu
     to display your installed
    Apps
    .
  11. If you don't see the Account Certification App installed, click
    Add Apps
    .
  12. In the
    Find Apps
     field, enter
    Account Certification
    , and click the
    +
     sign to add the
    Account Certification
     App to your menu.
  13. Click
    Back to Menu
     .
    Workday displays the Account Certification dashboard.
  1. Click to open the dashboard.
  2. Enter the dashboard prompts and click
    OK
     to view the reports.
    The value you enter on these prompts will apply to all the reports displayed on the dashboard.