Specifying report output types in Management Reporter

The Output type box lists four output types:

  • Management Reporter

  • Printer

  • Microsoft Excel

  • Report Definition Language

Each of the output types has unique options and some of the output types have common options, such as e-mail or exception reports.

The following sections describe the four output types and their options:

Management Reporter Output Type

Printer Output Type

Microsoft Excel Output Type

Report Definition Language Output Type

Specify a report output type

Also find information on how to specify a report output type.

Management Reporter Output Type

Use the Management Reporter output type setting to send the report output to the report library where users can view and print the report. Report Viewer administrators can view the report, print the report, send a link to the report in an e-mail message, and export the report to Excel or to RDL.

The following table describes the Management Reporter output type options.

Options

Description

Output name

Specifies the name that is displayed in the report library for this report. Also used in the @OutputName autotext field.

Report library location

Specifies the location in the report library where the report is saved.

Optional output path

Specifies the location on your computer where the report is saved.

Send e-mail at report generation

Sends an e-mail message containing a report link to the recipients who are specified in the E-mail Settings dialog box.

E-mail Settings

Specifies to whom and how the e-mail notification for a report is sent. In addition, you can type a subject and body for the e-mail notification.

Management Reporter options

  • Include headers and footers

    Inserts the header and footer information that you configure in the Headers and Footers tab.

  • Include format rows

    Inserts the row definition rows (DES, LFT,RGT, and CEN rows) in the report.

    Note: When this option is selected with the Include underscore rows option, the printed report may display duplicate underscores below the final total rows.

  • Include underscore rows

    Inserts underscore rows and double underscore rows in the report.

    Note: When this option is selected with the Include format rows option, the printed report may display duplicate underscores below the final total rows.

Exception report

  • Report missing accounts/dimensions

    Generates an exception report that shows the financial data account balances that were not included in the financial report. Microsoft Office PerformancePoint 2007 Management Reporter determines missing accounts by using the lowest and highest account numbers from the row definition. Management Reporter then displays a list of those accounts that are not in the row definition but are in the financial data.

    If a missing account is higher or lower than all accounts in the row definition, that account is not included in the exception report.

  • Report duplicate account/dimensions

    Generates an exception report that shows the financial data accounts that are duplicates.

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Printer Output Type

The Printer output type prints the report to your default printer.

The following table describes the Printer output type options.

Option

Description

Output name

Specifies the name of the print file (if it exists) for this report. Also used in the @OutputName autotext field.

Printer options

  • Include headers and footers

    Inserts the header and footer information that you configure in the Headers and Footers tab.

  • Include format rows

    Inserts the row definition rows (DES, LFT,RGT, and CEN rows) in the report.

    Note: When this option is selected with the Include underscore rows option, the printed report may display duplicate underscores below the final total rows.

  • Include underscore rows

    Inserts underscore rows and double underscore rows in the report.

    Note: When this option is selected with the Include format rows option, the printed report may display duplicate underscores below the final total rows.

Other options

  • Print when report is generated

    Prints the report to your default printer when you generate the report.

Exception report

  • Report missing accounts/dimensions

    Generates an exception report that shows the financial data account balances that were not included in the financial report. Management Reporter determines missing accounts by using the lowest and highest account numbers from the row definition. Management Reporter then displays a list of those accounts that are not in the row definition but are in the financial data.

    If a missing account is higher or lower than all accounts in the row definition, that account is not included in the exception report.

  • Report duplicate account/dimensions

    Generates an exception report that shows the financial data accounts that are duplicates.

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Microsoft Excel Output Type

The Microsoft Excel output type saves the report as an Excel spreadsheet. To use this output type, you must have Excel 5.0 (or later) installed on your computer.

The following table describes the Microsoft Excel output type options.

Formatted Excel Options

Descripti on

Output name

Specifies the name of the Excel file for this report. Also used in the @OutputName autotext field.

Optional output path

Specifies the location on your computer where the report is saved.

Send e-mail at report generation

Sends an e-mail message containing a report link to the recipients who are specified in the E-mail Settings dialog box.

E-mail Settings

Specifies to whom and how the e-mail notification for a report is sent. In addition, you can type a subject and body for the e-mail notification.

Microsoft Excel options

  • Include headers and footers

    Inserts the header and footer information that you configure in the Headers and Footers tab.

  • Include format rows

    Inserts the row definition rows (DES, LFT,RGT, and CEN rows) in the report.

    Note: When this option is selected with the Include underscore rows option, the printed report may display duplicate underscores below the final total rows.

  • Include underscore rows

    Inserts underscore rows and double underscore rows in the report.

    Note: When this option is selected with the Include format rows option, the printed report may display duplicate underscores below the final total rows.

  • Include fonts and shading

    Formats the report with the fonts and shading you used in the report building blocks and in the report definition in the Headers and Footers tab. For example, if you added shading or font colors to heading text, this option includes that formatting in the Excel spreadsheet.

  • Generate to a single worksheet

    Generates the entire report to a single worksheet, including reporting trees and drill down reports.

  • Open workbook after generating

    Opens the workbook in Excel when you generate the report.

    Note:  This options requires Excel 2007. If you have an older version of Excel, install the Microsoft Office Compatibility Pack for Word, Excel, and PowerPoint 2007 file formats that are available from www.microsoft.com.

Other options

  • Print when report is generated

    Prints the report to your default printer when you generate the report.

  • Replace output file without warning

    Automatically overwrites the existing output file when you generate the report. For example, if you already generated a report and then generate the report again, the Excel file in the output path is overwritten. If you do not select this option, Management Reporter prompts you before overwriting the Excel file.

Exception report

  • Report missing accounts/dimensions

    Generates an exception report that shows the financial data account balances that were not included in the financial report. Management Reporter determines missing accounts by using the lowest and highest account numbers from the row definition. Management Reporter then displays a list of those accounts that are not in the row definition but are in the financial data.

    If a missing account is higher or lower than all accounts in the row definition, that account is not included in the exception report.

  • Report duplicate account/dimensions

    Generates an exception report that shows the financial data accounts that are duplicates.

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Report Definition Language Output Type

Use the Report Definition Language output type setting to publish the report to SQL Server Reporting Services (SSRS). The report can then be viewed in a Web browser.

The following table describes the Management Reporter output type options.

Options

Description

Output name

Specifies the name of the index of the RDL files for this report in SRSS. Also used in the @OutputName autotext field.

Optional output path

Specifies the location on the SRSS server where the report is saved.

Report Definition Language options

  • Include headers and footers

    Inserts the header and footer information that you configure in the Headers and Footers tab.

  • Include format rows

    Inserts the row definition rows (DES, LFT,RGT, and CEN rows) in the report.

    Note: When this option is selected with the Include underscore rows option, the printed report may display duplicate underscores below the final total rows.

  • Include underscore rows

    Inserts underscore rows and double underscore rows in the report.

    Note: When this option is selected with the Include format rows option, the printed report may display duplicate underscores below the final total rows.

  • Include fonts and shading

    Formats the report with the fonts and shading you used in the report building blocks and in the report definition in the Headers and Footers tab. For example, if you added shading or font colors to heading text, this option includes that formatting in the Excel spreadsheet.

  • Publish to SQL Server Reporting Services

    Publishes the generated report to the SSRS server.

  • SRSS Settings

    Click this button to provide the URL for accessing the SSRS server.

Other options

  • Print when report is generated

    Prints the report to your default printer when you generate the report.

  • Replace output file without warning

    Automatically overwrites the existing output file when you generate the report. For example, if you already generated a report and then generate the report again, the Excel file in the output path is overwritten. If you do not select this option, Management Reporter prompts you before overwriting the Excel file.

Exception report

  • Report missing accounts/dimensions

    Generates an exception report that shows the financial data account balances that were not included in the financial report. Management Reporter determines missing accounts by using the lowest and highest account numbers from the row definition. Management Reporter then displays a list of those accounts that are not in the row definition but are in the financial data.

    If a missing account is higher or lower than all accounts in the row definition, that account is not included in the exception report.

  • Report duplicate account/dimensions

    Generates an exception report that shows the financial data accounts that are duplicates.

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Specify a report output type

  1. In an open report definition, click the Output and Distribution tab.

  2. In the Output type list, click an output type.

  3. Specify the options that you want to use with the output type.

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