Working with report definitions in Management Reporter

When you create a new report, some of the boxes, check boxes, and options in the report definition are completed by default. When you generate a report by using the default settings, the report displays only summary information for the posted balances of the system date minus one period (S-1). By default, the report output type is Microsoft Office PerformancePoint 2007 Management Reporter, and the report is generated to the report library.

In this topic

Open a report defintion

Create a report defintion

Generate a report

Open a report defintion

  1. In the Management Reporter navigation pane, click Report Definitions.

  2. Double-click the report you want to open.

    When the report is open, you can add or modify the report options or generate the report.

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Create a report defintion

  1. On the File menu, point to New, and then click Report Definition.

  2. In the Entity name list, click an entity name.

    For details, see Specifying an entity code.

  3. In the Detail Level list, click a detail level option.

    For details, see Specify a detail level.

  4. In the Provisional list, click a provisional option.

    For details, see Specifying a provisional code.

  5. Under Date information not saved with report, enter the report dates.

    For details, see Specifying report periods and dates.

  6. Under Date information saved with the report, enter the Default base period.

    For details, see Specifying report periods and dates.

  7. In the Row list, select a row definition.

    For details, see Specifying report building blocks

  8. In the Column list, select a column definition.

    For details, see Specifying report building blocks

  9. 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.

  10. 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 the report for the entire reporting tree, leave the Starting Unit box empty.

  11. On the File menu, click Save.

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Generate a report

  1. On the report definition toolbar, click Generate Report.

  2. If the report includes a reporting tree, the Select Reporting Units dialog box appears.

    Select the reporting units that you want to generate by pressing CTRL while you select the units, or click Select All.

  3. Click OK.

  4. The Report Status dialog box displays a summary of the report progress. To stop processing, click Cancel.

    When Management Reporter finishes processing the report, the report opens.

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