Getting Started with Factview

Before you can start working with Factview, a few initial setup steps must be completed. The following guide explains how to create a new dossier and begin working with financial data in the application.

The following steps are required to get started with Factview:

1. Register as a New User

Create an account to gain access to Factview.

2. Accept the Terms and Conditions

After registering, accept the Factview terms and conditions. You will then be taken to the demo environment.

3. Create a New Dossier

Create a new dossier for the organization you want to work with.

4. Add Data to the Dossier

Import financial data into the dossier using an audit file, an Excel template, or a connection to an accounting system.

5. Map General Ledger Accounts

Map the imported general ledger accounts to the Factview report structure.

6. View, Verify, and Analyze Reports

Open the available reports and verify that the imported data has been processed correctly. Analyze the figures to gain insight into the organization's financial performance.

7. Create Custom Reports

Create your own reports using Structureviews, Excelviews, Chartviews, and Managementviews.

8. Perform a Consolidation (Optional)

Combine data from multiple entities into a single consolidated report.

9. Create a Budget (Optional)

Prepare a budget for future financial periods.

10. Create a Forecast (Optional)

Generate a financial forecast based on historical data and future expectations.

11. Create Publications (Optional)

Create publication dossiers and reports for internal reporting, management, or department managers.