---
title: "Views in Ledgers and Schedules"
description: "The Lucanet CFO Solution Platform enables you to use templates to simplify and speed up your reporting (e.g. to report on all planning and business development issues that are important to the company). Recurring reports can be configured as views."
source_url: https://support.lucanet.cloud/en/documentation/consolidation-financial-planning/report-analyze/views-ledgers-schedules
language: en
last_updated: 2023-08-16
---
# Views in Ledgers and Schedules

## Overview

The **Lucanet CFO Solution Platform** enables you to use templates to simplify and speed up your reporting (e.g. to report on all planning and business development issues that are important to the company). Recurring reports can be configured as **views**.

{% info-box %}
**Activating views for the Lucanet CFO Solution Platform**

Views from Lucanet. **Financial Client** can be activated for use in the Lucanet CFO Solution Platform (see [Creating and Configuring Views](https://support.lucanet.cloud/en/documentation/consolidation-financial-planning/report-analyze/views-ledgers-schedules/create-configure-views.md)). [User and access permissions](https://support.lucanet.cloud/en/documentation/getting-started/basic-configuration/permissions.md)
{% /info-box %}

## Views in Ledgers and Schedules as a Video

The video provides you with the most important information on the topic of **views available in ledgers and schedules**:

You have to enable marketing cookies to play this Vimeo video.

{% info-box %}
The video also offer **Spanish subtitles**. To enable Spanish subtitles, click the **CC** button in the bottom-right corner, then use the **gear icon (Settings)** to select **Español**.
{% /info-box %}

## Choosing Views

Choosing a **view** in the tree view of a ledger or schedule displays the associated **dimension bar**. The configuration of the view defines which dimensions can be configured in the dimension bar.

{% stepper %}
{% stepper-step %}
If necessary, navigate to the desired ledger or schedule and open the **View** drop-down list in the dimension bar:

Dimension bar in the Lucanet CFO Solution Platform

{% /stepper-step %}
{% stepper-step %}
The drop-down list is displayed as follows:

'View' drop-down list

{% /stepper-step %}
{% stepper-step %}
Choose the desired view.

**Note**: Views in the **Public** folder are visible and selectable for all users of the database. Views in the **Private** folder are only visible and selectable for the currently logged-in user.

 The dimension bar and associated account hierarchy are displayed as follows, for example:

View with associated account hierarchy

{% /stepper-step %}
{% /stepper %}
## Organizing Views

Views can be renamed, copied, moved, or deleted, and the order of views can be changed. To do so, proceed as follows:

{% stepper %}
{% stepper-step %}
Click in the dimension bar in the **Reporting and analyzing** workspace the **View** drop-down list and click **Configure views**.
{% /stepper-step %}
{% stepper-step %}
Select the desired view in the tree view and choose .
{% /stepper-step %}
{% stepper-step %}
Choose the desired menu command from the context menu:

Context menu of a view

**Note**: Views that are grayed out cannot be edited because they are not activated for use in the Lucanet CFO Solution Platform. If necessary, activate additional views in Lucanet. **Financial Client** for use in the Lucanet CFO Solution Platform (see [Creating and Configuring Views](https://support.lucanet.cloud/en/documentation/consolidation-financial-planning/report-analyze/views-ledgers-schedules/create-configure-views.md)).
{% /stepper-step %}
{% stepper-step %}
If necessary, change the order of the views using drag and drop.

{% /stepper-step %}
{% /stepper %}