Functions Available for Spotlight Web Reporting

When you run a report, different menu options are available based on the report. A description of all ribbon options is provided below.

Refresh

This action updates data in the report after selections are made. For example, after selecting a different dimension member from a POV drop-down, click Refresh to display the data for that dimension member.

Save Data

If you do not see this icon on the menu, then the report does not have Save enabled. See Enabling Menu Items in Views and Reports: Save Data and Breakback.

Saves modified data back to the model. You must have write access to the model and dimensionality for the cells you have modified on the report in order for the data to be saved. If you do not have access or if you have tried to save data for a rollup member, you can submit changes, but they will not be saved.

Breakback

If you do not see the Breakback icon on the menu, then the report does not have Save enabled. See Enabling Menu Items in Views and Reports: Save Data and Breakback.

This action opens the Breakback box where you can select a spreading method and allocate changes in numeric data from the top down.

For details, see Breakback from View or Report.

Export

User can use the following options to export or print the artifacts:

• Export to PDF - Allows you to download a report in PDF format.

• Export to Excel - Allows you to download a report in Excel format.

• Print - Allows you to print a report in the PDF format. All charts are printed at the end of the PDF file. Only one chart per page is displayed.

• Print Setup - Allows you to customize print settings. You can select the required options based on your requirement and print the report. The selected print settings are applicable only to the corresponding report. Additionally, the settings are retained when you export the report to PDF.

Substitution Variables

If you do not see this icon on the menu, then the report does not have substitution variables defined in the report.

This action opens the Substitution Variables box, where users can select a value for a variable. For example, a report may show data for a certain month or department. Using Substitution Variables, the user can select a different month or different department to view.

Drill Through

If you do not see this icon on the menu, then the report does not have drill-through data available.

When you perform a drill through from a model view, you can interact with the resulting Drill Through report in the following ways:

• Drag and drop a single column, a range of columns, or multiple columns to reorder them

• Adjust the width of a single column, a range of columns, or multiple columns

• Turn filters on or off

• Sort column data in ascending or descending order

• Select the code, name and label display for members

For information on Doc Ref, Lines, and Sublines, see Dynamic Reports: Enhanced Drilling on Dynamic Report Output