Report Properties

Clicking the Properties option allows you to enable save, provide groups with access to the report, define Point of View (POV) selections and filter criteria, and much more. Below is a description of each option within the Properties section:

Description

Enter a brief description of the report.

Display

Display dimension members by label (Display Label ) or Code. This functionality provides the flexibility to both analyze and report the data based on Code or based on Display Labels for the dimensions in the Model.

For models sourced from Structured Planning, the Display Label defaults to the dimension member code name. For example, if a dimension member is named Executive and the code is Exec, the Display Label would be Exec - Executive. If no name exists for the dimension member, the dimension member code is displayed. You can set the Display Label for each report or view.

See Also: Customizing the Display Label

Hide Gridlines

Yes - Hide gridlines from display in the report.

No - Show gridlines in the report which is the default.

Hide Headers

Yes - Hide header lines from display in the report.

No - Allow header lines to display in the report, which is the default.

Enable Comments

Add comments to the report.

Enable Save

Save data for all models available in the report.

None - This is the default option, when selected no data will be saved.

Calculation Model - This option saves the data of the model where the calculation is running. This means that when you save the report, the calculation is executed automatically as part of the save function.

All Models - This option saves the data for all models available in the report or a specific model in the report.

Click to view a drop-down that provides the possible selections:

Calculation on Save - Include a Calculation, which will be executed when you click Save. The calculation name should be provided in the available property. This property is dependent upon the Enable Save property when creating a model. Enable Save must be set to Yes to execute this calculation.

By default, Calculations run in the background, and users must wait until the calculation is complete before continuing to use the report. Power Users can set an application-wide setting to run calculations in the background for all views and reports that trigger calculations. Those calculations must have been created with the option Run in Background set to Yes. After the calculation has completed its processing, an email is automatically sent to the user that triggered it.

Refresh on POV Change

Yes - automatically update the report based on point-of-view changes.

No - the report will not be updated when point-of-view changes are made.

Suppress Rows

None - This is the default. Blank and Zero rows will appear in the report.

Zero - Rows with zero values will be hidden in the report.

Blank - Rows that contain no data (blank) will be hidden in the report.

Both - Zero & Blank - Both Blank and Zero rows will be hidden in the report.

Suppress Columns

None - This is the default. Blank and Zero columns will appear in the report.

Zero - Columns with zero values will be hidden in the report.

Blank - Columns that contain no data (blank) will be hidden in the report.

Both - Zero & Blank - Both Blank and Zero columns will be hidden in the report.

Created On

The date the view was created. The system populates this cell.

Created By

The username of the user who created the view. The system populates this cell.

Modified On

The date on which the view was last modified. The system populates this cell.

Modified By

The username of the user who last modified the view. The system populates this cell.

Group

The name of the user group(s) you want to have access to the report. You can assign more than one group access to the report. This field is optional. You do not need to specify a group for the newly created report. If no group is specified, the report can only be viewed by you.

You can add group access to only the group(s) for which you are a member. For example, if you are a member of Group “Finance” but not “Operations”, you can assign Group “Finance” and you will receive a validation error if you try to set access to “Operations”. The list of available groups is the complete list of groups to which you have access and also have access to the model for which you are trying to save a report.

POV

Select POV to define a dimension to control the data displayed in a report. POV is a user-specific method of modifying settings to desired dimension members. POVs apply to all objects on a report (for example, grids and charts).

Filter

Select a dimension member based on the POV dimension selected.

Variable Name

The name of the substitution variable applied to the report.

Model

The name of the model the report is associated with.

Dimension

The dimension member will be replaced with the entered/selected substitution variable.