Assumptions

• You are using FMW
• FMW has been implemented and configured
• You have created hierarchies and views to facilitate budgeting and report writing processes
• This can be done either centrally (i.e. corporate) or otherwise (i.e. division, department)

1. Selection budget version and editing view
2. Add notes where appropriate to document budgeting requirements for a specific item (i.e. formulas, considerations, etc.)
3. Create budget for each element combination (ex. Company / Department /Account) and distribute over required time frame

1. Create financial statement report (i.e. Balance Sheet, Income Statement, Cash Flow)
2. Define control information
3. Security (if required)
4. Cosmetics (i.e.  font styles, logos, shading)
5. Define page specifications
6. Selection criteria
7. Layout
8. Printing
9. Distribution
10. Define report components
11. Header / Footer
12. Rows
13. Columns
14. Drill down levels
15. Cells
16. Assign reports to folders (i.e. Financials, Management, Operations)
17. Execute report either on a predefined schedule or on demand
    
18. Provide FMW Viewer to all end users for access to reports