Overview

Report sets are like prebuilt snippets that you can use to build dynamic reports. Once created, you can use a report set across multiple reports if needed. Using report sets promotes consistency across the reports that use the same report set. You can use a report set on the row or column of the report and is interchangeable.

A report set primarily contains different line types that you can link to a specific dimension member in a hierarchy based on your requirements. While working on the Reference Account line types in a report set, make sure that you link the line to the correct dimension(s) and that they match the naming convention you give for the Reference Account. You can refer to multiple dimensions within the report set lines based on your needs.

Types of Report Sets

You can create the followings types of Report Set from the File Cabinet page:

• Static Report Set - You can create a Static Report by defining each Report Set line item individually and are classified into the following:

  1. Classic

  2. Modern

• Dynamic Report Set - Dynamic Report Sets are created using Rules, which fetch members directly from the dimensional hierarchies.

You can add a Report Set from the File Cabinet page. To know more, refer to the Add a Report Set section