Build and Run a Dynamic Report

The information below provides a high-level overview to create a Dynamic Report.

1. From the File Cabinet, click the Add list box and select Dynamic Report.
2. Select a reporting area, which represents the multidimensional cube upon which the report will be built.
3. Drag and drop dimensions for page, row, and column axes to complete the structure or design of your report. Alternatively, use Report Sets on row and column axes.
4. Map (associate) dimension members and lock desired dimensions using the Mapped Members pane.
5. Select Member Options.
6. For Report Sets, use the Member Selector pane to select and lock properties.
7. Click Header & Footer to select options (style, color, format) to display header and footer details on your Dynamic Report.
8. Drag and drop variables to the Header & Footer fields.
9. At this point, you can preview or run the report.
10. Manipulate report output by suppressing empty columns or rows, performing pivots, selecting report ranking details, and enabling drill through capabilities.
11. Modify formula exception details.
12. Enable functions, which you can use to create calculations with assistance, rather than entering them manually in the formula bar.
13. Save the report.

If a Dynamic Report in a Report Collection or Financial Package Publisher fails due to concurrent processes running or OLAP connectivity issues, Planful will automatically perform a reprocess. The maximum number of retries allowed is 3. With the Retry option, the chances of getting errors (listed above) is reduced significantly. However, because these reports are re-executed up to 3 times, the overall execution time is increased when errors are encountered.

For detailed steps and procedures, refer to the Dynamic Reports and Working with Dynamic Reports topic.