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Administrator Guide
Last Updated: 2025-11-14
Reference: Close and Consolidation Hub Cards in AP&C

Reference: Close and Consolidation Hub Cards in AP&C

Workday displays cards on the
Overview
 page of the
Close and Consolidation
 hub in Adaptive Planning and Consolidation (AP&C) to centralize insights and prioritize relevant tasks. To view these cards, you must have access to the
Manage: Close and Consolidation Hub
 domain in the Advanced Close and Consolidation functional area. You can replace the default data visualization cards to display insights from your own custom reports. 
This topic outlines the filter options that you can use to view close and consolidation data on the cards, and the purpose of each default card.
You can click
Filter
 on the
Overview
 page to change the criteria for data displayed on the cards, but you can't save these changes. The filters reset each time you sign in to Workday.
Filter Prompt
Description
Consolidation Group
The company or company hierarchy for which you want to view close and consolidation data.
Workday populates this prompt with a company or hierarchy on which you have an assigned role. For administrators, Workday doesn't populate this prompt.
Close Period
The fiscal period for which you want to view close and consolidation data.
Workday populates this prompt with the earliest period that is in status
Open
 or
Close in Progress
. For administrators, Workday doesn't populate this prompt.
Workday displays these cards by default on the
Overview
 page:
Card
Description
Data Source and Security
Consolidation Data
Displays the status of summarized trial balance data loaded through the
Consolidation Data Capture
 feature.
These are the possible statuses for trial balance files:
  • Approved
  • Cancelled
  • Draft
  • Error
  • Submitted
Workday excludes trial balance files with
Replaced
 status.
You can use the
Trial Balance
 link to navigate to the
Consolidation Data Hub
. This link only displays if you have access to the
Process: Consolidation Data Capture
 domain.
  • Consolidation Data
     report data source on the
    Process: Consolidation Data Capture
     domain.
  • Process: Consolidation Data Capture
     domain in the Advanced Close and Consolidation functional area.
Ledger Period Status
Displays a count by ledger period status. When a ledger period has a status of
Close in Progress
, the
Close in Progress
 count is equal to the number of closed period close activity groups.
Workday excludes ledger periods with these statuses:
  • Created
  • Open for Journal Activity
  • Open for Journal and Payroll Activity
You can use the
View More
 link to access the
Mass Update Ledger Period Status
 task. This link only displays when you have access to the
Process: Period End
 domain.
  • Ledger Period Status Activity for Financial Reporting
     report data source on the
    Set Up: Ledger and Book
     domain.
  • Process: Period End
     domain in the Common Financial Management functional area.
Close in Progress - Activity Group Status
Displays the status of each period close activity group for a ledger period with a
Close in Progress
 status. When the ledger period doesn't have a
Close in Progress
 status, the card doesn’t display any results.
You can use the
View More
 link to access the
Mass Update Ledger Period Status
 task. This link only displays when you have access to the
Process: Period End
 domain.
These domains in the Common Financial Management functional area:
  • Process: Period End
  • Set Up: Ledger and Book