Creating and Modifying Reports Using the Report Summarization Process

Report Summarization Options Page

PC_RPO_GRP

Create report summarization groups to summarize Project Transaction table rows.

Reporting Options Page

PC_RPO

Run the Report Summarization process to refresh the Project Transaction Reporting table.

Field Name

Enter fields that you want the Report Summarization process to summarize in the Project Transaction Reporting table. Available values are predefined on the Report Summarization Fields table (PC_RPO_VAL_GFLD). You can enter a maximum of 25 field names for a report summarization group.

Select Value

Enter a value to restrict the Report Summarization process to summarize only rows with the specific field value. Leave the field blank or enter only a wildcard (the percent symbol) for the process to summarize all rows for the field.

You can enter a partial wildcard. For example, enter ABC% for the process to select all values that begin with ABC.

Option

Select the option to summarize data for all transactions or specific transactions. Available values are:

All: Creates report summary rows for all business units, projects, and activities.

Business Unit: Creates report summary rows for the specified business unit.

Business Unit/Project: Creates report summary rows for the specified business unit and project.

Business Unit/Project/Activity: Creates report summary rows for the specified project business unit, project, and activity.

Tree Node: Creates report summary rows for the specified tree business unit, tree name, tree EFFDT (effective date), and tree node.

Date Option

Select the type of date that the Report Summarization process uses to select rows to summarize. The date option and reporting interval values determine the accounting date and transaction date that the Report Summarization process sends to the Project Transaction Reporting table.

Available options are:

Accounting Date: The Report Summarization process summarizes rows with an accounting date that falls within the specified range. The From Date and Through Date fields appear for you to enter the accounting date range. The default value for the From Date and Through Date fields is the current date. You can override the default value. If you select a date option of Accounting Date, the process assigns a transaction date of 01/01/1900 as a default value in the Project Transaction Reporting table.

All: The process evaluates rows with any date that meet the run control criteria. If you select a date option of All, the process assigns an accounting date and transaction date of 01/01/1900 as a default value in the Project Transaction Reporting table.

Transaction Date: The process summarizes rows with a transaction date that falls within the specified range. The From Date and Through Date fields appear for you to enter the transaction date range. The default value for the From Date and Through Date fields is the current date. You can override the default value. If you select a date option of Transaction Date, the process assigns an accounting date of 01/01/1900 as a default value in the Project Transaction Reporting table.

Project Type

Select the type of projects for the process to include in the summary. Leave the field blank to include all project types. Available values are defined on the Project Types page.

See Project Types Page.

Project Status

Select the status of projects for the process to include in the summary. Leave the field blank to include all project statuses. Available values are defined on the Project Definitions - Status page.

See Status Types Page.

Summarization Option

Select a summarization option from the available values that are defined on the Report Summarization Options page.

Reporting Interval

Select the summarization level for the date that is selected above. Available values are:

Daily: Select to summarize data by using a daily time interval. The process uses the accounting or transaction date (based on the date option) from the Project Transaction table.

Inception: Select Inception to summarize all rows. When you select Inception, you must select a Date Option of All.

Monthly: Select to summarize data by using a monthly time interval. The process assigns an accounting or transaction date (based on the date option) of the last day of the month that contains the date from the Project Transaction table.

Quarterly: Select to summarize data by using a quarterly time interval. The process assigns an accounting or transaction date (based on the date option) of the last day of the quarter that contains the original date from the Project Transaction table.

Yearly: Select to summarize data by using a yearly time interval. The process assigns an accounting or transaction date (based on the date option) of the last day of the year that contains the original date from the Project Transaction table.