Access Template Notes in Dynamic Reports

Overview

Display template notes for members in a Dynamic Report. The advantage of this feature is the ability to see notes recorded in a template within the Dynamic Report interface and output. For example, a user can make a note in a template that a department will gain a certain amount in funding or gain a headcount in the coming quarter. This information is important when reporting on the department budget. So, displaying notes like this provides pertinent information in reports without having to open the template in the Planning Control Panel.

Notes entered in the template are displayed in a Dynamic Report only after the template is opened and saved at least once from the Budget Control Panel. Or, if the Simulation Engine is run for the template.

Template notes be displayed at the rollup level in a Dynamic Report. This functionality provides a more comprehensive look at notes for all members in a Dynamic Report. When you drill down on a rollup member, you will see the notes associated with the leaf members under the rollup member.

Notes displayed in a Dynamic Report are consolidated across all templates (irrespective of the template access) honoring dimension security. Notes are consolidated into Dynamic Reports from all templates of type Global Template Single Copy, Global Template Entity Copy, Allocation, Line Item, Capital, and Initiatives. Notes are not supported when Attributes, Attribute Hierarchies, Alternate Hierarchies, or Dynamic Report Sets are used in a Dynamic Report.

View Template Notes in Dynamic Reports

1. Open the Dynamic Report.

2. Click the More listbox.

3. Select Show Notes. You can also select Hide Notes to hide them from display.

   

Once you click Show Notes, a Notes column is displayed on the report and notes are displayed for each line in the report. Notes are always vertically bottom aligned like the other cells in the report.

A date/time stamp with user name is added to the beginning of each note. The date/time stamp format is applied based on user location and language settings.

Guardrails:

• The maximum number of characters displayed in the notes field is 1024, which includes that username and date/time stamp.

• You can have up to 250 notes per report. If you exceed 250, the following message appears:

Notes are aggregated and displayed when coming from several sources. For example, notes sourced from multiple templates for the account and scenario combination. Consolidation happens for multiple scenarios, companies, departments, and so on for the page or column axis for leaf members in the hierarchy.

Notes are retained when running a Dynamic Report in a Report Collection or Financial Package Publisher. Notes are also retained when the Dynamic Report is sent in an email or exported and when you save a snapshot of a Dynamic Report.

Notes are not time bound. For example, if a scenario’s duration is Jan 17 to Jan 19, but the time selected in the report is Dec 16, notes are till displayed for these lines even though data does not exist on those scenarios for Dec 16.

If you suppress empty rows/columns, corresponding notes are also suppressed. Similarly, if the report line does not have any data, notes are also not displayed for those lines.

View Template Notes in a Dynamic Report's Drill Through Report

Following is an example to view the Template Notes in the Operational Planning Tab in a drill through report.

A Notes column is available on the Operational Planning tab in the Dynamic Report Drill Through report. This column displays a Notes icon for a line in Drill Through when the line has a note available in the source Planning template. You can double click the icon to view the content.

For example, the image below displays a note for the highlighted line in the Planning template. When you use the data from the Planning template the note is retained in the Drill Through report. 

The Drill Through report displays the note that is available in the source Planning template.

When you export the Drill Through Dynamic Report, 1024 characters are displayed in notes.

Drill Through displays up to 250 notes.