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Building Custom Reports

This section discusses how to:

Pages Used to Build Custom Reports

Page Name

Definition Name

Navigation

Usage

Reporting Definition

FI_RPT_DEFN

select Financial Services Industries, then select Reports, then select Custom, then select Build Custom Reports, then select Reporting Definition

Set up the report definition by building and viewing online a customized FSI report.

FSI Reporting Templates

FI_RPT_TEMPLATE

Click the Templates link on the Reporting Definition page.

Define further the transactional data that you want to view in a report.

Reporting Definition Page

Use the Reporting Definition page (FI_RPT_DEFN) to set up the report definition by building and viewing online a customized FSI report.

Use the Reporting Definition page to build a report off of any table that is keyed by fiscal year and accounting period. For example, a balance sheet or income statement type of report wherein you join the transaction table with a ledger account tree.

To build and view online a customized FSI report:

  1. Select a SetID, scenario ID, and business unit.

    Specify the as of date or the year and period for the report.

  2. Select the Perform Trend check box if you want to display multiple reporting periods at one time.

  3. Specify in the Tree Name field the tree that you want to join with the source table containing the transaction data.

  4. Specify in the Source Table field the transaction table that you want to join with the tree.

    Note: The table must have the same product ID or account number as the tree that you specified.

  5. Select in the Template ID field one of the predefined templates, if you want to view the data in more detail.

    See FSI Reporting Templates Page.

  6. Specify in the Amount Field field if you want to view transactional detail.

  7. Click the Templates button to access the FSI Reporting Templates page, where you can view an existing template or create a new template for viewing your data.

    See FSI Reporting Templates Page.

  8. Specify in the Dimension field if you want to view the data for an additional dimension´┐Żfor example, a product node.

  9. Enter a detail value if you want to view a specific value.

  10. Specify in the Tree ID field if you want to join an additional tree to the data that you are viewing.

  11. Specify in the Tree Node field if you want to join a specific tree node to the data.

  12. Click the Run Report button to view the statistical data and its graphic representation.

On the left-hand side the system displays the reporting tree hierarchical structure. Click any of the links to view and chart the corresponding statistical data.

FSI Reporting Templates Page

Use the FSI Reporting Templates page (FI_RPT_TEMPLATE) to define further the transactional data that you want to view in a report.

To access or create a template for viewing your data in additional detail at the transactional level:

  1. Specify in the Reporting Template ID field the template name.

  2. Specify in the Table Name field the transactional table that you want to join to the reporting tree.

  3. Specify in the Field Name field the table fields that you want to include in the template.

  4. When you have defined the template, click the Apply button to create the template, then clickOK to return to the previous page.