Install financial graphs from the QuickStart library

QuickStart templates include out-of-the-box financial graphs that require minimal configuration. Use the QuickStart library to view and install the graphs, which you can then customize as needed.

To find out if your company was created using a QuickStart template, go to the Accounting tab on the Company information page (Company > Setup > Configuration > Company).

If a template was used, the type appears in the QuickStart template field. If the field is blank, the company was not set up using a template.

The graphs in the QuickStart library are designed to work with your company out-of-the-box. By tagging General Ledger accounts to system-defined categories, your accounts are automatically assigned to account groups that are used in the graphs.
Subscription

General Ledger

Regional availability

All regions

User type

Business
Permissions

General Ledger

Graphics: List, View, Add
  1. Go to General Ledger > All > Financial reporting > Financial graphs.
  2. From the Create dropdown button, select Create from library.
  3. Find the graph that you want to add and select Install.
  4. Optionally, change the name of the graph, and then select Save.
  5. Select Done to return to the Financial graphs list, which includes the new graph.
  1. Go to General Ledger > All > Financial reporting > Financial graphs.
  2. Select QuickStart library.
  3. Find the graph that you want to add and select Install.
  4. Optionally, change the name of the graph, and then select Save.
  5. Select Done to return to the Financial graphs list, which includes the new graph.

You might need to set the dimension filter to reflect how your company uses dimensions. Learn more about dimension filters in financial graphs.

Field descriptions

Graph options
Item Note
Install Install the financial graph.
View graph

Display the graph. You can print it. You can also save it your local hard drive or copy and paste it into a desktop application. Select Close to return to the Financial Graphs list.

If you have multiple locations in the company, you might not be able to view the graph at the top level.
Printable (PDF) Display the Report prompt window in which you select the Department, Location, and As of Date for the financial report to view as a graph. Then select OK to display the graph in PDF format.