Open the Scopacasa application, then travel to the Home page. In the top section of the page is a tabs bar that has Managed Packages selected by default. Click on the Custom Objects tab (identified in red). Once the Custom Objects tab has opened, click on the Companies icon (identified in green).

Once you are viewing a list view of Company records, identify and click on the record you would like to view. In the example below, we are travelling to the International Business Machines record (identified in red).

Once you have arrived in a Company record, you will find the record’s fields on the left side of the page. In the example below, we are viewing the record for IBM.

Below is a screenshot of the Details section, containing the core data of the company itself. Just below, is the Reporting section. This displays some details specific to the reporting requirements of the company.

Just right of the details specific to the Company, there is a section with related records to the Company. In the screenshot below, we can see the Financial Reports have a separate related list for Annual and Quarterly. The Name field of a Financial Statements record is structured by the following code block if the Reporting Period field is assigned Annual. The code block is structured as if the Company and Financial Statement records are dictionaries in Python:

Copycompany = {...}
financial_statement = {...}
# Company and Financial Statement dictionaries as if they are records.

ticker_symbol = company["ticker_symbol"]
year = financial_statement["year"]
reporting_period = financial_statement["reporting_period"]
# Variable declarations to simplify declaring the Name variable.

Name = ticker_symbol + ": " + year + " (" + reporting_period + ")"

So if we were viewing the 2023 annual report for IBM, it would be named: IBM: 2023 (Annual)

If the Reporting Period is assigned as Quarterly, the following format is used:

Copycompany[“ticker_symbol”] + “: ” + financial_statement[“year”] + (financial_statement["quarter"])

So if we were opening a 2021 quarter 2 report for IBM, it would be called: IBM: 2021 (Q2)

In the screenshot below, we are clicking on the annual report for 2023.

We are first going to look at the left side of the record page, containing the core details of the Financial Statement record. The Statement Details section contains a lookup field to the Company record that it belongs to, as well as information about the reporting period.

Just below in the Report Management section, we are able to view information about internal management of the Financial Statement record within the company. This allows staff to track the type of statement, whether or not the report is approved, audited and the version of the document.

On the right, is a section with four tabs. There is the Income Statement, Balance Sheet and Cash Flow Statement, containing fields and their values specific to that report type. There is also the Fundamental Analysis tab, with formula fields containing fields from the three report types mentioned earlier.

Below is a screenshot of when the Fundamental Analysis tab is selected, although not completely showing its section. The other three report types have displays that are the same in structure.

Fields within the three report types are able to have their values added, edited and removed. The formula fields in the Fundamental Analysis section are unable to have a value manually assigned to them, as they are calculated depending on the other fields in their formulas.

When a Financial Statement record is open, travel to the top right of the page and select the Printable View button.

If your browser settings allow, Salesforce should open the printable view of the record in a new tab.

Please note that this is an express solution to printing the Financial Statement report, as it will not be in a traditional and most suitable form for use with shareholders + stakeholders.

The screenshot above contains the top of the report, where the Statement Details, Report Management and part of the Balance Sheet sections are present. Each sub-section of the report types in the page layout of the record are grouped the same in this printable version, although only the report type names (not the sub-section headers) are included.

Further down the page, the rest of the Balance Sheet section is included, along with the Income Statement, Cash Flow Statement and Fundamental Analysis sections.

Once on the Home page of the Scopacasa application, click on the Reporting icon under the Managed Packages tab in the top section of the page.

Once arriving in the Reporting page, the main section should have the Fundamental Analysis tab open by default. The page contains each of the sub-sections from the page layout of the Financial Statement record, but will instead show them as multiple records in graph and table form.

You are able to select whether you would like to view records where the value of Reporting Period is either Annual or Quarterly. The select-box to change this is identified in the screenshot below.

Each of the Fundamental Analysis sub-sections have their own area of an accordion component. Clicking on one of the components will open its section, where each Fundamental Analysis item will have its own horizontal bar chart.

Once all of the Fundamental Analysis items within the section have been displayed through their respective bar charts, a table will appear at the bottom of the dashboard.

This table displays each Financial Statement record as a row, where each column is a Fundamental Analysis item of the section you are currently in.

The above two screenshots are viewing the Fundamental Analysis items within the Cash Flow Metrics section.

Travel to the top of the Reporting page, then select the Report Management tab button. An overview of your organisation’s reports will be shown, allowing you to see a summary of what stage each of them are at.

At the top of the dashboard, you have the option of having only Annual, Quarterly or both reporting period types shown in the data.

In the screenshot below, we can see a donut chart and table containing the Statement Type of each of the company’s reports. As the filter is set to All, both Annual and Quarterly reports will be shown. The table will contain a grouping of the value set for Statement Type and then group the quantity for how many are Annual or Quarterly.

We can see from the screenshot that Financial Statement records have the Statement Type assigned as Original.

Travelling further down the page will show the same donut chart and table layout for the other items in the Report Management section of the Financial Statement object’s page layout.

Follow the steps in section b. to open an existing Financial Statement record.

In the screenshot above, we have open IBM’s annual report for 2023.

In the Highlights Panel component located at the top of the record’s page layout, click on the Email button. This button is located on the right side.

Once you have triggered the screen flow, select from the checkboxes which of the report types you would like to email to the recipients.

In the screenshot above, we have selected only the Balance Sheet report type. Click Next once you are done.

This screen is a multi-select input for Contact lookup records. Search for and select the Contact records from the results whose emails you would like the Financial Statement record sent to.

In the example above, we have selected Anthony Scopacasa as the recipient of this Financial Statement record. Once you are done, click the Next button.

The final stage of the screen flow is a confirmation message that the selected report types have been emailed to the recipients. Click the Finish button to return back to the record.

Your email may display a similar message to the screenshot shown below. This is as your Salesforce org will send the email on behalf of the email address registered to your Salesforce user.

The email may land in your Spam folder because of this. You may choose to have your email recognise the address sending the email on your Salesforce user’s behalf so future emails from your user will land in your inbox.

The email template will have fields merged from the record where you clicked the button. The screenshot below contains the first section of the template, containing the Company details.

The next section contains details specific to the Financial Statement record.

The final section of the report contains the data specific to the Report Type you have selected.

We can see in the screenshot above that the Balance Sheet has been sent to the recipients. Each sub-section is the same heading + group of fields shown on the page layout of the Financial Statement record under the Balance Sheet tab.

The remaining content in the report will contain the sub-sections of fields found on the page layout for their respective report types.