Reference: Close and Consolidation Hub Cards

Workday displays cards on the

Overview

page of the

Close and Consolidation

hub 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