Start from: The Analytics dashboard.
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Navigate to Financial Statements > Actual Data.
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Select the Business Unit from the dropdown menu.
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Choose the Year you want to analyze.
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Select the Month and press Update.
The system will display a structured table that includes:
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Financial accounts (Rows): Net sales, food and beverage purchases, personnel costs, and other key financial indicators.
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Monthly breakdown (Colums): Values distributed per month, facilitating trend identification and financial planning.
Actions on the Grid
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Lock data for accuracy: Select the Locked checkbox to prevent modifications once the financial data is validated, ensuring integrity.
Notes: Ensure all financial records are accurate before locking them to maintain reliable reporting.
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Export and import data:
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Select Template to download the grid for external analysis.
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Select Import to integrate financial data from other sources using the exported template format.
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Delete data: Select Delete to remove all the data from the table, except for Net Sales, which will be set to 0.
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Review change history: Below the grid, you can access records of locking and unlocking actions, including timestamps and responsible users.
