Understanding Predefined Reports
We deliver with Planning and Budgeting some basic and fairly generic predefined reports. These reports include:
Structured Query Reports.
PS/nVision report samples.
Online analysis reports that you can use with any planning model.
Structured Query Reports
We deliver predefined Structured Query Reports (SQR) that can be used directly against the planning model data stored in an activity scenario for your planning center. There are no modifications required; the reports can be used immediately against your staged planning model data.
The SQR reports perform a read-only lock against the activity data to which the user has access, as defined by the user role name and security group associated with the activity scenario. A preparer generates the report at the detail level, but a non-preparer can alternatively choose a summary level for most of the reports delivered. The dimensions available to generate the report (the View By option available for most reports) are determined by those defined for the planning model and activity scenario selected for reporting.
These SQR reports can be copied and customized to your organization's requirements, if they do not meet your needs as delivered.
See Understanding PeopleSoft Trees in Planning and Budgeting.
PS/nVision Report Samples
We deliver three sample PS/nVision reports that are only intended to be examples. These sample reports can be referenced or copied, as a starting point when building your own PS/nVision reports. You can run the PS/nVision reports against both the planning model data staging tables (activity details) or the source OWE (Operational Warehouse Enriched) tables where ledger data is stored for actuals and budget ledger types.
For balance sheet planning accounts, the PS/nVision report totals include the starting balances when available.
The following table is a summary of the sample report name, the activity type to which the report applies, the PS/nVision layout ID as it appears in your sample PS/nVision/layout folder, and a short description of what the report provides. These sample reports were written against the source ledger data for Planning and Budgeting, namely the standard budget ledger called BP_LED_BUDG_F00.
|
Sample Report Name |
Related Activity Type |
Layout ID |
Description |
|---|---|---|---|
|
Forecasted Income Statement |
Line Item |
BL_INCSTMT.XNV |
Annual budget amounts in an income statement format. |
|
Forecasted Balance Sheet |
Line Item |
BL_BALSHEET.XNV |
Annual budget amounts in a balance sheet format. |
|
Forecasted Stmt of Cash Flows |
Line Item |
BL_CASHFLOW.XNV |
Annual budget amounts in a statement of cash flow format. |
See For information regarding the running of PS/nVision reports, refer to the PeopleTools Documentation on PS/PS/nVision.
Online Analysis Reports
We deliver Planning and Budgeting with online reporting and analysis functionality. These online analysis reports can be used directly against the planning model data stored in an activity scenario for your planning center. There are no modifications required; the analysis reports can be used immediately against your staged planning model data. With this feature you use inquiry pages to generate planning and budgeting reports on assets, positions, or line items. You can view the data by user-defined activities, planning dimensions, and scenarios. You run the report to load the data to an ACE (Analytic Calculation Engine) grid. The analytic grid allows you to drag and slice the data elements, to modify or expand the view of the data, as needed for your analysis.
See Using Online Reporting and Analysis.
See the product documentation for PeopleTools: Analytic Calculation Engine