Building a Basic Report in Financials

Creating the basic design

Logon to IFS Business Analytics
Click Go to Design.
Select GL Balance from the Select Information Sources dialog box.
Select the display items Account Type, Account Description from Account and drag them in to the design area.
Select the display item Balance Amount from Measure Items and drag it in to the design area. Make sure all the displays items are placed within a single design row.

The repeaters that will be applied are account type and account for the purpose of creating this report.

The filter criteria that is applied is logical account type for the purpose of creating this report.

Select the design row.
Go to the Filter Criteria tab.
Drag and drop Logical Account Type from Account.
Select the Equals operator from the Select Operator list.
Click the LoV and then select Revenue from the Enter Parameter Values dialog box. If a company has not been applied to the report book then you may have to select a relevant company and then apply the account type.
Click Execute to view the current status of the report.

Click the Go to Design to get back to design mode.
Select the design row you want to copy, right click and select Copy Design Row.
Select the location you want to copy the design row to, right click and select Paste Design Row.

Select the design row you copied.
Use the List of Values to select Cost from Enter Parameter Values dialog box. If a company has not been applied to the report book then you may have to select a relevant company and then select the account type.

Select the column which displays the balance amount.
Select the Filter Criteria tab and drag and drop the Year Period from the Accounting Period folder.
Click the between operator from Select Operator list.
Select Year Period between 200701 to 200706.
Click Execute.

Click Report Book .
Click Parameters.
Select Parameter Type as DispayItem from the list.
Enter Company as the Parameter Name.
Enter Company as the Description.
Enter the Prompt Text as 'Enter Company Name' or any text appropriate.
Select Company from Select Display Items list as the display item.
Select a Default Value from Enter Parameter Values dialog box . All the dimension items placed inside Company is held in a list under the Display Items pane.
Drag Display Parameters to the design sheet as appropriate.
Filter the row, column or sheet using the parameter created.
Click Execute.

Select the measure item Balance Amount.
Click the Zoom In tab.
Select the Enable Zoom In check box. You can also clear any Zoom In Display Item check boxes which are listed in green.
Click Execute.
In the executed mode select a Zoom In enabled item and right mouse click and select Zoom In. This will open a excel sheet displaying the zoomed in information. Each Zoom In item will open in a new Excel sheet. Each new sheet that is loaded will have a reference made to the design sheet.

Select the measure item Balance Amount.
Click the Drill Down tab.
Select the Enable Drill Down check box. The items defined as mandatory to support the URL function is displayed in bold red text.
Click Execute.
In the executed mode select a drill down enabled item, right-click and select Drill Down. This will open an excel sheet displaying the drilled down information using related data sources.
Right-click and select URL - Query Voucher GL. This will open the relevant window in IFS Applications.

Click Save Report in Database.
Enter the Report Name as 'My_First_Report' as the report name in the Save Report in Database dialog box.
Enter 'Working with IFS Business Analytics' as the Report Description.
Click Save.
Click OK in IFS Business Analytics dialog box.

Click Publish Reports .
Select the report from Published Reports dialog box if the report is saved to the database. If it is a new report then, enter the Report ID and Report Name for the new report.
Click Publish.