Specifying report building blocks in Management Reporter

You can select a row definition, a column definition, and a reporting tree to use in a report definition.

Building block settings

The following table describes the building block settings.

Setting

Description

Row

Specifies the row definition for the report. For more information about row definitions, see About row definitions.

Use row format from reporting tree

If the reporting tree specifies the row definition to use in the report, select this check box. If you do not select this check box, Microsoft Office PerformancePoint 2007 Management Reporter uses the row definition that you selected in the Row box for every unit in the reporting tree.

Note: If you select this option and some reporting units do not reference a row definition, Management Reporter uses the building block listed in the Row box for those units.

For more information about reporting trees and assigning a row definition in the reporting tree, see Adding reporting units to a reporting tree definition.

Column

Identifies the column definition to use in the report. For more information about column definition, see About column definitions.

Tree type

Specifies the structure of tree. Possible values are as follows:

  • Reporting tree A hierarchy derived from available accounts or dimensions within the financial data.

  • GL tree A hierarchy based on a single segment value in a fully-qualified-account-based system.

  • Dimension hierarchy A hierarchy in a dimension-based system that is not bound to a single segment.

  • None Clears the Tree type setting.

Tree

Identifies the reporting tree definition to use in the report. For more information about reporting trees, see About reporting trees.

Starting unit

Identifies a subsection of the reporting tree definition to use in the report. The Starting unit limits which branches of the tree appear when you generate the report. To run the report for the entire tree, in the Select Reporting Unit dialog box, click None.

Specify report building blocks

  1. In an open report definition, click the Report tab.

  2. In the Row list, click a row definition.

    Note: If you do not include a reporting tree in your report, the row definition that is associated with the report must use natural segment values, fully-qualified accounts, or some combination thereof.

  3. If you want to use row formatting from a reporting tree, select the Use row format from reporting tree check box.

  4. In the Column list, click a column definition.

  5. If you want to use a reporting tree, in the Tree type list, click Reporting tree, and then click a reporting tree in the Tree list.

  6. If you want to specify a starting unit in the reporting tree, click Browse browse button , and then click a starting reporting unit.

    Note: To generate a report for the entire reporting tree, leave the Starting Unit box empty.

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