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.