Overriding Substitution Variables for Report Collections and Financial Package When Running a Process Flow

When you run a Process Flow, you can edit substitution variables (either standard or dynamic) for Dynamic Reports, a Report Collection, or Financial Publishing Package (FPP) for variables used in the header and footer, member selections, report sets, or line headers.

The substitution variables user prompt (shown below) is displayed when Process Flows are executed via Run Now.

A consolidated list of all substitution variables used in all reports across all Report Collections and FPPs mapped in the Process Flow tasks are displayed. You can override the default values before generating a Dynamic Report by clicking the variable and making the change.

Additionally:

• If a single variable is used in multiple reports or multiple times in a single report, it is displayed only once in the User Prompt and takes the common value;

• Icons appear in the gird if the variable is used on headers, report sets, or dimensions;

• If the same variable is used in the header of one report and on the report set in another report, both header and report set icons are shown;

• Default values from master substitution variables are displayed in the dialog, and you can update the variable values before running the Process Flow.