---
sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/pt-BR/it-business-management

 Release :

    - australia

ft:locale :

    - pt-BR

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Configure main report settings - Legacy

# Configure main report settings - Legacy {#ariaid-title1}

* Versão de lançamento: Australia
* 
* Atualizado 12 de mar. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 min. de leitura

Configure settings for your main financial report, including which cost models and
fiscal periods are represented.

## Antes de Iniciar

Role required: cost_transparency_admin or cost_transparency_analyst

## Por Que e Quando Desempenhar Esta Tarefa

The main financial report provides the basis for the Financial report on the CIO
Dashboard and on other report
overviews. The main setting that you can configure for the main report is which cost
model that the application uses to generate reports for each fiscal period. If you
have the financial admin or analyst role, you can select the cost model in the
report parameters of the default reports. If you have the financial user role, the
cost model is determined by these settings.

## Procedimento

1. On the workbench, click the Configuration tab.
2. Select a cost model from the Main Cost Model list.  
   The main financial report includes this cost model when new fiscal periods are added.
3. Click Update configurations.
4. On the Cost Model Selection window, select the cost model for each fiscal period.  
   The report uses this cost model to calculate and display the data that you see on the main financial report.
5. Click Save.
**Tarefas relacionadas**   

* [Configure general settings - Legacy](https://servicenow-prod.fluidtopics.net/AHJbpzaLseePdsqfERQetg "Configure the level of detail for allocation lines on the Configuration tab of the workbench.")
* [Delete allocation lines - Legacy](https://servicenow-prod.fluidtopics.net/0Rt8knCDe5ru1gNdnWbgTw "On the Configuration tab of the workbench, you can delete the allocation lines for any fiscal period if you no longer need this data, or if you need to make changes to segments or fiscal periods that are already associated with allocation lines.")