Hi Linda,

Changing the fiscal year will not undo changes made to a financial statement. It will refresh a statement, and it may be that the places you made changes are in areas that get deleted and recreated.

Is your Financial Statement a SmartSheet? Is it in the detailed Expanded mode while you are making changes? This is evident if you see column A with 'Generated rows' in many cells. Whenever a sheet is refreshed, rows with 'generated rows' in column A are actually deleted and re-generated. For this reason, you should not make any changes to a SmartSheet that is expanded because they likely will be lost.

On the toolbar, click the Collapse button (an up arrow) to set your SmartSheet to the summary mode. Then you can make changes such as adding accounts (by modifying the account range in column B), re-positioning accounts (moving rows to different places by dragging them), and so on.

If you still are encountering problems, please post some more detailed information as to the changes you are making, if the report is a SmartSheet, etc. You might require on-site assistance from your Adagio consultant. You may also want to view the recorded webinars for the Financial reporter, which provide tips for creating and modifying financial statements.