Financial Report Activation
Access the Financial Report (All Users)
Access the Financial Report (Agency HQ Financial Team)
Access the Financial Report (CERF Finance Officer)

Activation 
Active financial reports, are reports that have been opened in the system for Agencies to fill out and submit.

A financial report remains active until it is approved by the CERF secretariat. 

There are two ways to activate a financial report:

• Automated Activation: financial reports are automatically activated by the system, and the reporting template is made available to the Agency HQ Financial Team when entering the calendar date indicated as the report’s Active Date.
• Manual Activation: the CERF Finance Officer may also manually activate any of the reporting instances before its Active Date, by clicking the [Activate] button in the Status column of the table for the desired report, and confirm activation in the popup that appears.

Please note: when activating a financial report, only one financial report can be active at a time; as such, it will not be possible to activate any other financial reports until the active report has been approved.

System-calculated activation timelines may vary based on project duration and
start date.

Access the Financial Report (All Users) 
All OneGMS users may access and read any active or completed CERF financial reporting template, via the Timelines tab (TIM) of the project’s Project Proposal template.
In the Financial Report Timelines table, in the line for the selected financial report, in the ‘Report Name’ column, clicking on the report name will open a new browser tab to the selected financial report template.

 
Access the Financial Report (Agency HQ Financial Team) 
After a financial reporting template is activated, the Agency HQ Financial Team may access the reporting template on the right side of the Agency HQ Financial Team homepage in OneGMS, under the Reports (Active) tab of the Active Instances and Project Location listing, in either 

• the Interim Financial Reports list or
• the Final Financial Reports list. 

To open the reporting template from the listings, the Agency HQ Financial Team may click on the desired hyperlinked report name.

Access the Financial Report (CERF Finance Officer) 
CERF Finance Officers will be able to access financial reports in the Financial Report Task-list inbox, of their OneGMS homepage, by clicking on the blue redirect icon () beside the task name.