Create Report Template

Explanation

This activity is used to create a report template. A report template is defined by combining a row template with a column template and by adding overall information about the report. If the included row template has a fixed column template, this column template is mandatory and cannot be replaced. Otherwise, any column template can be included in the report template.

In a report template, you indicate preferences to limit selections made in a row template and/or in a column template. Specify the information you want to retrieve from the data source. This is done via the objects code part, account group, consolidation account, structure, account type, attribute or balance amount. A selection is defined via operators, e.g., < or >. For each selection, specify whether the information matching the criteria is to be included or excluded. Enter one line for each selection. The selection can be changed at ordering time.

The selection of data can be specified in a data column in the column template, in a data row in the row template, and in the report template. If the selection is specified in two or three of the templates, only information matching all the criteria will be printed.

In the report template, you can define superior grouping levels (SGL) if one complete report is to be printed for each level. A superior grouping level can be a code part, structure level within a structure, account type, account group, attribute, or consolidation account. For example, if the user defines two superior grouping levels, that being level 1 = code part C (product) and level 2 = cost center, you receive a complete report per cost center within each product. Superior grouping levels are printed in level order. You can define up to ten superior grouping levels in a report template. However, when a row template with metrics is split into an additional data dimension (further breaking down the data), you must define one to three SGL (one is the minimum number of SGL, and three is the maximum number).

The Suppress tab is used to suppress values in a data column, for example small amounts.

The Transaction tab is used for modifying the information that is to be printed for a transaction row. A transaction row is used for printing the transactions that have generated a balance in the report. The transactions are printed after the data row.

Prerequisites

Before creating a report template, the following must have been completed:

• The column template and the row template must have been created, copied, or imported.

Before modifying the information in the Transaction tab, the following must have been completed:

• The transaction row must have been entered in the row template. A data column in the column template must have been connected to the transaction row, i.e., the Transaction Row check box must have been checked.

System Effects

As a result of this activity, a report template is created. The report template can then be used for generating a report.

Window

Overview Report Templates

Related Window Descriptions

Overview Report Templates, Report Template

Procedure

Use the following procedure to create a report template in Overview Report Templates:

1. Open Overview Report Templates and create a new record.
2. Enter an ID for the report in the Report field and a description in the Description field.
3. Select a ledger to be connected to the report. Use the List of Values to specify a ledger ID if Internal Ledger is selected.
4. Use the List of Values to select appropriate values for Row Template and Column Template, fields.
5. Select the Column Template Exchange, Normal, Simulation and Incl Hold Table check boxes as appropriate.
6. Select a value for the Authorization field to specify whether only the owner of the template should have the authority to modify or delete it.
7. Select a value for the Language field.
8. Enter a budget version in Default Budget Version field, if applicable.
9. Save the information.
10. Use the right mouse button operation View Report Template to specify more information in the report template.

Use the following procedure to create a report template in Report Template:

1. Open Report Template and create a new record.
2. Enter an ID for the report in the Report field and a description in the Description field.
3. Select a ledger to be connected to the report. Use the List of Values to specify a ledger ID if Internal Ledger is selected.
4. In the General tab, select appropriate values for the Row Template, Column Template, and Language fields. Select the Column Template Exchange, Normal, Simulation and Incl Hold Table check boxes as appropriate, and enter a budget version in Default Budget Version field, if applicable. Save the information.
5. Use the Selections tab to limit the information included in the report. Save the changes made in the tab.
6. Use the SGL tab to group the information. Up to ten levels can be defined, unless the metric split functionality is used, in which case you will be able to define only three levels. Save the information.
7. Use the Suppress tab to suppress values in a data column, if applicable. Save the information.
8. Use the Transaction tab to modify the information that is to be printed for a transaction row, if applicable. Save the information.