Defining Content Sets
By assigning a content set to a report request, you can generate hundreds of similar reports in a single run. The content set controls how the numerous reports differ from each other. For example, assume your organization has 50 departments and that Department is one of your account segments. Also assume that you already have an FSG report for travel expenses, which you run weekly. By using a content set with your existing report definition, you can print a travel expense report for each department, in one report request. You can then distribute the reports to the 50 department managers for review purposes.
Content sets are similar to row sets and actually work their magic by overriding the row set definition of an existing report. The subtle report variations discussed in the previous paragraph are achieved by the content set altering the row set account assignments and/or display options.
Note: A content set can be saved as part of a report definition, or can be added dynamically at the time you request an FSG report.
To define a content set:
1. Navigate to the Content Set window.
2. Enter the content set Name and Description.
3. Choose a processing Type for multiple reports:
- Parallel -- FSG processes multiple reports at the same time.
- Sequential -- FSG processes multiple reports in sequential order.
4. Enter a Sequence number for each account range.
5. Enter the Account Range Low and High if you want to override the segment value ranges specified in your row set. If you enter a parent segment value for your flexfield low and high, FSG displays all child values for that parent.
Note: Use the profile option FSG:Expand Parent Value to control the expansion of parent values when requesting summary balances.
If you enter multiple account ranges, FSG produces a separate report for each range. Your ranges may overlap.
6. Enter a content set Display type if you want to override the row set display type.
7. Choose Yes from the Summary poplist if you want to report only Summary account balances in your range. The parent segment values in your range must belong to a rollup group and the rollup group must be used in a summary template. Choose No if you want to report only detail account balances in your range.
If you leave this field blank, the content set will inherit the summary account reporting option from the row set or column set. If you set the option at both the row and column set level, FSG will resolve any conflicts as noted in the Row and Column Overrides table.
To define a content set that generates multiple reports:
- When you define the content set, assign the Display type PE to the segment for which you want separate reports for each segment value. Optionally, you can assign multiple account ranges to the content set.
See Also
Content Set Display Types
Row and Column Overrides
Copying Report Objects
Defining Row Sets
Defining Financial Reports
Setting General Ledger Profile Options
Overview of Financial Statement Generator
