Using the Reports Tab in Report Collection

Reports Tab

Add reports to the report collection, select bursting criteria and dimensions, and apply member selections.

Do the following in the Reports tab:

1. Add Reports - Click the Select Reports option in Add Reports. The Select Dynamic Report window appears.

2. In the Select Dynamic Report window, choose the desired report from the File Cabinet and click Add. Additionally, a single report can be used in multiple tabs in the Report Collection or across Report Collections. Add only Dynamic Reports to a Report Collection.

3. Selected Reports - View all the reports added in the report bursting tab here. Under Action:

   • Delete a report.

   • Move the report up by one place.

   • Move the report down by one place.

4. To create a new report bursting tab, click the drop-down near the tab to open a list box. The list box contains the following options:

   • Add- Creates a new report bursting tab, and all details must be provided.

   • Duplicate - Creates a copy of the current report bursting tab as a new report bursting tab.

   • Delete - Removes the current report bursting tab. Drag and drop the bursting tabs in a Report Collection to reorder them. The maximum number of tabs that can be added to a single Report Collection is ten. Contact Support to increase this number.

5. In the Bursting Criteria section, enter a name to identify the bursting criteria in the Name field.

6. Select any of the following bursting methods from the Method drop-down:

   

   Bursting Methods:

   • Single Dimension Multiple Members - When using this method, each selected report in the Report Collection is run individually for each selected bursting member. Use a single bursting method multiple times in a single Report Collection. Select one dimension as the bursting dimension and then select multiple members related to the selected dimension subject to the dimension security.

     In the example below, the Income Statement, Balance Sheet, and Expense Report are run for the Head Office, Redwood City, and New York locations individually. One output file is generated for each location, and one sheet/page in Excel/PDF is generated for each report selected. Within the output file, the member selected first in the bursting selection is listed, and the reports are added for this member in the same order in which they were selected in the Reports section. Report outputs generated are:

     • Head Office: Income Statement, Balance Sheet, Expense Report

     • Redwood City: Income Statement, Balance Sheet, Expense Report

     • New York: Income Statement, Balance Sheet, Expense Report.

   • Multiple Dimensions Single Member – When using this method, select multiple dimensions and one member for each dimension for bursting. Each report selected in the Report Collection is run for a combination of the member selections on each dimension. For example, the following selection is made for reports, bursting dimensions, and members:

     • Reports Selected: Income Statement, Balance Sheet, Expense Report

     • Bursting Dimensions: Company, Location

     • Member Selections: Company – Planful, Location-Head Office In the example above, the Income Statement, Balance Sheet, and Expense Report are run for Planful-Head Office locations. Report outputs generated are:

     • Income Statement for Planful-Head Office

     • Balance Sheet for Planful-Head Office

     • Expense Report for Planful-Head Office A single output file is generated for Planful-Head Office and one sheet/page in Excel/PDF is generated for each report selected.

   • Multiple Dimensions, Multiple Members - If this option is selected, select multiple dimensions and multiple members for each dimension. A single Excel or PDF file is generated for each bursting tab where the Multiple Dimension, Multiple Members bursting method is selected. If the Generate Single Output File is selected in Settings, one Excel or pdf file is generated across all bursting tabs in the Report Collection. If you have added multiple reports in the bursting tab, selected multiple dimensions (for example 3 dimensions), and added multiple members for each dimension; the number of reports generated in the Excel or PDF file is equal to the number of reports selected times the number of members in dimension 1, dimension 2, and dimension 3 (and so on)

   • None - If this option is selected, there are no bursting dimension or member selections. The result is a simple Report Collection or book. Each report is run independently based on its own member selections. A single output file is generated for the tab and one sheet/page in Excel/PDF is generated for each report selected.

     Note:

     The order of the selected members for each bursting dimension is retained in the Report Collection output.

7. Generate Single Output File for Selected Members - This checkbox appears when the Single Dimension, Multiple Members option is in the Method field. Selecting this checkbox generates a single output file (Excel or PDF) for all members in the Bursting tab. The generated Report Collection output varies depending on how you set this checkbox and the Generate Single Output File option in the Settings tab. The following table describes different outputs generated based on selection criteria for these checkboxes:

   Options	Generate Single Output File for Selected Members Generate Single Output File for Selected Members	Generate Single Output File	Output Generated
   Selection Criteria	Yes	Yes	Generates a single output file (Excel or PDF) for all members in the Bursting tab.
   Selection Criteria	Yes	No	One Excel or PDF file is generated for all members in the bursting tab where the checkbox is selected.
   Selection Criteria	No	No	One Excel or PDF file is generated for each bursting member on the bursting tab.
   Selection Criteria	No	Yes	One consolidated file is generated for all bursting tabs in the Report Collection.

   Note:

   When performing a Copy or Save As the Generate Single Output File for Selected Members checkbox setting is copied or saved. This setting is also retained for Report Collection integration with Cloud Scheduler.

8. Dimensions - Select the required bursting dimension from the drop-down menu. The available dimensions will depend on the report(s) selected in the Add Report field. Add one or more dimensions and members to the Report Collection based on selections in the Method field. If the multi-dimension option is in the Method field, an additional Add icon will appear next to the Dimension field. Click this icon to add multiple dimensions. After clicking the Add icon, select the next bursting dimension from the drop-down menu.

9. Members - Once a dimension is selected, the Members section appears. This section displays the selected dimensions as blocks where members can be added related to that dimension. Click on the Select <Dimension Name> to view the Select Members window. View the associated dimension members based on dimension security. You can select single or multiple members for each dimension based on the option selected in the Method field. The following options are available in the Selected list box:

   • Selected (default) - Members in the tree, as selected by the user

   • Children - Immediate children of members, as selected by the user

   • All Children - All levels of children under the selected member

   • Selected + Children - Selected members and their immediate children

   • Selected + All Children - Selected members and all levels of children under them

   • Leaves - Leaf members at all levels under the selected members

   • Selected + Leaves - Selected members and their leaf members at all levels

   • Selected + Parents - Selected members and their immediate parents  A Display Parents Last checkbox is available for the Selected + Children, Selected + All Children, Selected + Leaves, and Selected + Parents options. The following options are available for the Time dimension:

   • Year

   • Quarter

   • Month

   • Trailing

     Note:

     The Period dimension in Sales does not support the additional Time dimension options.

10. Click Update to exit the Select Members window.

    Note:

    Adjust the member selections for page dimensions in each report added to the Report Collection. These selections are preserved in the Report Collection and do not alter the choices made in the source Dynamic Report. By default, the member selections from the Dynamic Report setup page appear for each dimension. The member selections can be changed on non-bursting page dimensions in this section for the Report Collection. All member selections must comply with Dimension Security. If a page dimension is locked in Dynamic Reports, it will show a lock symbol in the Report Collection, and the associated dimension members will be uneditable when the dimension is locked.