Dynamic Reports - How Tos

How to modify the look and feel of Dynamic Report?

The information below provides details on how to modify the design of Dynamic Report output as the design of reports consumed (or data pulled) into a Dynamic Report is based on the original report setup.

Let’s say you have a report set called Net Income in your Dynamic Report. Net Income displays in your Dynamic Report with a purple background, which you don't like. To change the color of the output, in this case, open and edit the Report Set. To do so:

1. Click Reports.

2. Navigate to the File Cabinet and locate the Report Set (in this case it is called Income Statement Base).

3. Select the checkbox next to Income Statement Base and click Setup.

4. On the Report Set Setup page, select the line and click Format.

5. Select a different Background Color.

   

6. Click Save. Return to the Dynamic Report and click Run. Net Income will now have a new background color.

How to resize and save groups of columns in a Dynamic Report?

Select multiple columns at once in Dynamic Report output using shortcut keys, resize the width for all selected columns and then perform a Save. When you perform a Save (with Save Columns Widths selected in the toolbar), all column widths are retained even when the report is closed and then reopened. Prior to this release, only the first resized column could be saved in a Dynamic Report and all other columns reverted to a default width unless you resized each column individually.

1. Click Reports and open a Dynamic Report.
2. Hold the SHIFT key to select the contiguous columns to resize. Or, hold the CTRL key to select disparate columns
3. Drag the column line (shown in the image below) to the appropriate size.
4. Click Save.

How to export All Members in a Rollup in a Dynamic Report using the Export to Excel?

For example, if you have an account group called Income Statement and you want to see the individual accounts that roll up to Income Statement when you export the report to Excel, complete the following steps.

1. Click Reports.
2. Open the Dynamic Report and select the Select All Children option in Member Selector.

   

2. Run the report. The hierarchy will be expanded to show all individual accounts.

3. Export to Excel and all accounts will be shown as in the output when you run the report.

How to Modify a Dynamic Report from the Template Interface Accessed from the Planning Control Panel?

Dynamic Reports is a reporting tool which provides easy-to-use, ad hoc query capabilities, as well as structured financial reports which utilize reusable report sets. Dynamic Reports use dimensional data and may use report sets and attributes to produce a specific output.

A full access user or reporting administrator can access a Dynamic Report linked to a Template from the Planning Control Panel.

A full access user can modify the design of the report (as in the Dynamic Report interface) and save changes made to the Dynamic Report from the Planning Control Panel. Users with read-only or regular user access without edit permission can make changes, but cannot save (or save as) these changes to the report. If an object on the page is locked, a read-only user will not be able to modify member selections for that dimension.

The following modifications can be applied to a Dynamic Report accessed from the Planning Control Panel:

• Drag and drop objects from the left pane into the layout area.
• Drag and drop objects from the layout area to reorder or remove them.
• Make changes to member selections on the page/row/column axes.
• Make changes to the header/footer.
• Make changes to items such as suppression, format, insert formulas, formula exceptions, rank, sort, charts (if opened), pivot, grid actions, substitution variables values, and pick list.

A full access user or reporting administrator can save the changes back to the original report or perform a Save As.

When you map Dynamic Reports to Templates and execute the report, the original report selections are replaced on the Scenario and Budget Entity combination segments (if applied to the page) with the selections from the budget templates and entity mappings. These selections are applied from the budget templates/entity mappings only if the dimensions/attributes/attribute hierarchies exist at the page level in the Dynamic Report. However, the selections for Scenario and Budget Entity combinations are not updated automatically in the original Dynamic Report. For all other dimensions/attributes/ attribute hierarchies and objects on the row or column axis, the original report selections are retained when the Dynamic Report is run from the Planning Control Panel.

How to integrate Dynamic Reports with Financial Package Publisher?

Add Dynamic Reports to the Financial Package Publisher from within the Financial Package Publisher interface. Within Financial Package Publisher, select Dynamic Report as the Content Type and select the Dynamic Report you would like to include in the Financial Package Publisher report.