How to do Report
Report Guide r1.2 & r1.3
Report Guide r1.1
Report Guide r1.0
Using and Configuring the Built-in Reports
1. Many standard templates are available from Budget Reports and Analysis → Report Template. Choose one and Open.
2. You will get this popup window if it's the first time to open it.
4. Click on User: administrator (Only available for Administrator)
5. Design is available from the menu (Only available for Administrator)
6. You can add or remove dimensions from Parameters in Design menu
7. Click on Edit Report from Design menu → Body tab → Wizard
8. In Report Wizard → Options → Slicer
9. Current View: Scenario/Time/Entity are already available from Dimension menu, so set them as Current View Member.
10. Choose the right Senario/Time/Entity from Dimension menu & go ahead hit Refresh
11. Click on Hide Design to save this report to Shared Library/Report folder
Set those dimensions as “Current View Member” if they are members from Parameter, example: Scenario/Time/Entity
LineItem - None
Version - (None)Version-Current
TimeDataView - Periodic
Creating a New Report by Using Report Template
1. Click on Budget Report and Analysis → Report Template → select report.xlsm → Open
2. Click on New Report from Design menu
3. Design your ideal report in Report Wizard → OK
4. Add Report Parameter from Parameters in Design menu
5. Choose the wanted selection from Dimensions
6. Edit Report → Report Wizard → Options → Slicer
7. Set Current View accordingly
8. Hide Design from Design menu to save this report template to Shared Library/Report folder.
How to Access the Saved Reports
- Reports saved in Report folder, go to “Budget Reports and Analysis” → Report and Analysis
Investigation Feature
Right click on any cell in the report → select Investigation.