Setting Up the General Information in Report Collection

Using the General Information Tab

The information provided in this tab identifies the report collection once it is created and saved.

• Code - Provide a unique name, which will appear in the Report pane.
• Name - Provide a unique name for the report collection.
• Reporting Area - Select Financial, Sales, or Workforce for Reporting Area. Reporting areas must be configured and applicable to be displayed. For example, if you are not using Planful Sales Forecasting, the Sales option is not available.
• Select Folder - For Select Folder, identify the folder within the File Cabinet where you want to store the Report Collection. You must have complete control or edit folder privileges to add a Report Collection. Only folders in which you have complete control or edit privileges are displayed in the Search pane (opened by clicking Search).