Frequently Asked Questions for Dynamic Reports

Yes, you can display current quarter-to-date (QTD) data for the prior year in dynamic reports by using substitution variables in combination with time functions. First, create a substitution variable that retrieves data for the current period. Then, apply time functions that shift the data to the previous year and calculate the QTD value.

To learn more about creating substitution variables, click here.

Earlier versions of a dynamic report can be accessed if they were previously saved as individual reports or captured using the Snapshot option. To preserve historical versions, use the Snapshot option to create and store point-in-time copies of the report, each with a unique name. This ensures you can reference or compare prior versions as needed.

To display multiple accounts from the same department on a single line in a report, select the parent account that groups those individual accounts. When a parent account is selected, the report will automatically roll up and summarize the data from all its child accounts.

For example, if you have a parent account named Factory & Equipment with child accounts such as Rent, Repairs, Network Equipment, and Maintenance, you can select Factory & Equipment in the report. The report will then display one line for Factory & Equipment, showing the aggregated total of all its associated child accounts.

If you can only view the report but cannot edit it, you have been assigned Can Read access. To edit the report, contact the report owner and request that your access be updated to either Can Edit or Full Control.

Yes, you can add the Time dimension to the header. To do this, open the header configuration in the report and expand the Variables pane. Then, drag and drop the desired Time dimension members into the header section of the report. Similarly, you can add

@CURMTH@ returns the current month based on the system's processing period and updates dynamically. Whereas, @CURM01@ always returns the first month of the fiscal year and remains static, for example January if the fiscal year starts in January.

Being an admin does not automatically give you access to all Report Sets. What you can see depends on:

• Your access permissions to specific reports or folders

• The Navigation Role assigned to you or your user group

To view all Report Sets, make sure you have the appropriate Navigation Role and the necessary folder or report-level access.

You can add an attribute or a variable to a report header using a simple drag-and-drop action.

1. Navigate to the desired report.

2. Click Show Header and Footer.

3. Expand the Variables pane on the left side to view available attributes and variables.

   • Dark blue solid circles represent dimensions.

   • Light blue solid circles represent attributes and attribute hierarchies.

   • Green solid circles represent variables.

     

4. Drag and drop the desired attributes or variables into the report header.

5. Click OK. The attributes and variables will be added successfully.

Yes. Dynamic Reports provide a Sort Ascending/Descending option for any column, including the FvB column.

To sort:

1. Open the Dynamic Report.

2. Select the column or cell you want to sort (for example, the FvB column).

3. On the top toolbar, click the cube-like Grid icon.

4. Choose Sort Ascending (lowest to highest) or Sort Descending (highest to lowest).

5. The report grid will refresh to show the data in the selected order.

To wrap text in a header within a row set in a Dynamic Report, follow these steps:

1. Navigate to Reports and open the required Dynamic Report.

2. From the Grid menu, select Show Column/Row Header.

3. Select the header cell where you want to apply text wrapping, then click Format.

4. Under Alignment & Indentation, click Wrap Text.

5. In the report, drag the header border to reduce the cell width. The text in the cell will automatically wrap to fit the adjusted width.

You can manually add a static value (e.g., Net Sales) in a Dynamic Report by inserting a custom row or column and entering the number directly.

1. Navigate to Reports.

2. Create a new report or open an existing one.

3. Click Formula and select Insert Row/Column, depending on where you want the static number to appear.

4. In the newly inserted row or column, double-click the desired cell and type the static number.

5. (Optional Step) Rename the row or column header to Net Sales for clarity.

6. Click Save to apply your changes.

To format a column in a report, do the following:

1. Navigate to Reports, and open the report you want to format.

2. Click Grid and select Show Column Headers.

3. Click the column header for the forecast column to select it.

4. Click Format on the toolbar.

5. In the Text section, choose the desired formatting options, such as Bold, Italic, or Underline.

To add a column for Run Rate in a report, do the following:

1. Navigate to Reports, and open the report you want to update.

2. Click Formula, then select Insert Row/Column to add a new column.

3. In the Insert Formula pane, enter a name for the column header, and set Function to Custom Formula.

4. In the report, enter the formula to calculate the run rate.

5. Click Save to apply your changes.

Note:

A typical run rate formula divides year-to-date actuals by the number of elapsed periods.