How to Build and Run a Dynamic Report?
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How to Build and Run a Dynamic Report?
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The information below provides a high-level overview to create a Dynamic Report.
- Click Reports.
- From the File Cabinet, click the Add list box and select Dynamic Report.
- Select a reporting area, which represents the multidimensional cube upon which the report will be built.
- Drag and drop dimensions for page, row, and column axes to complete the structure or design of your report. Alternatively, use Report Sets on row and column axes.
- Map (associate) dimension members and lock desired dimensions using the Mapped Members pane.
- Select Member Options.
- For Report Sets, use the Member Selector pane to select and lock properties.
- Click Header & Footer to select options (style, color, format) to display header and footer details on your Dynamic Report.
- Drag and drop variables to the Header & Footer fields.
- At this point, you can preview or run the report.
- Manipulate report output by suppressing empty columns or rows, performing pivots, selecting report ranking details, and enabling drill through capabilities.
- Modify formula exception details.
- Enable functions, which you can use to create calculations with assistance, rather than entering them manually in the formula bar.
- Save the report.
If a Dynamic Report in a Report Collection or Financial Package Publisher fails due to concurrent processes running or OLAP connectivity issues, Planful will automatically perform a reprocess. The maximum number of retries allowed is 3. With the Retry option, the chances of getting errors (listed above) is reduced significantly. However, because these reports are re-executed up to 3 times, the overall execution time is increased when errors are encountered.
For detailed steps and procedures, refer to the Dynamic Reports and Working with Dynamic Reports topic.
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