Designing reports in Management Reporter

Microsoft Office PerformancePoint 2007 Management Reporter Report Designer provides many ways to achieve professional quality reports. You can use the default settings to quickly generate reports, or you can change settings to customize your reports at every step of the design process.

The design philosophy behind Management Reporter is simple: Break everything down to the smallest possible component, and then mix and match components as needed. Thus, your report formatting is completely separate from your financial data. As a result, you can easily change the design of a report without modifying your source system's financial data.

By using the building block approach, you can easily combine text, amounts, calculations, and summarization in an unlimited fashion to produce the reports that you need. Equally important, this flexibility encourages creativity by making it easy for you to look at your operations in different ways.

The individual building blocks of a report definition work something like a three-dimensional spreadsheet, but with more power. A report definition specifies the row and column definitions (and optional reporting tree) to use for the report. It also includes information about where to store the generated report and how to format it.

Management Reporter report definitions include the following building blocks:

  • Row definition. A row definition defines the descriptive lines (for example, salaries or sales) on a report. It also lists the segment values or dimensions that contain the values for each line item and includes row formatting and calculations.

  • Column definition. A column definition defines the time period to use when extracting data from the financial data source. It also includes column formatting and calculations.

  • Reporting tree definition. A reporting tree definition is similar to an organizational chart. It contains individual reporting units that represent each box in the chart. These units can be either individual departments from the financial data or higher-level units that summarize data from other reporting units.

In the following example, the building blocks combine to format a report.

  • The row definition defines the data rows (from Revenue through Net Income).

  • The column definition defines the data columns (the first column contains the row descriptions, the second column contains the period data, and the third column contains the year-to-date data).

  • The reporting tree definition defines the reporting unit (Denver and San Francisco Regions).

Additionally, the report definition specifies the heading rows to use for the report.

Income Statement

Denver and San Francisco Regions

For the Eight Months Ending August 31, 2007

August

YTD

Revenue

Sales

1,246,298

8,385,586

Sales Returns

10,971

73,780

Sales Discounts

36,565

278,126

Net Sales

1,198,762

8,033,680

Cost of Goods Sold

878,242

5,762,515

Gross Margin

320,520

2,271,165

Operating Expenses

Salaries and Wages

98,466

752,351

Office Expense

5,048

38,478

Supplies Expense

22,382

153,456

Rent Expense

12,112

92,556

Travel Expense

7,694

58,776

Total Operating Expenses

145,702

1,095,617

Net Income

174,818

1,175,548

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