Managing ChartFields for Reports

Oracle BI Publisher technology is accessible from PeopleTools 8.52 PS Query and all PeopleTools 8.52–based applications. This technology enables PeopleSoft to deliver BI Publisher reports, which do not require manual changes to support ChartField configuration.

The following is a list of the Commitment Control reports and other application reports that can be generated in BI Publisher:

• Entry Event Step Detail Report: EEX1000 BI Publisher report.

• Valid Speed Types: FSX0007 BI Publisher report.

• Valid Budget Periods: FSX0054 BI Publisher report.

• Journal Entry Template: GLX4007 BI Publisher report.

• Regulatory Ledger Translation Error: FSX5101 BI Publisher report.

• Journal Entry Detail: GLX7501 BI Publisher report.

• Journal Entry Detail (separate debit and credit): GLX7502 BI Publisher report.

• Project Expiration: GLX8043 BI Publisher report.

• Budget Key Translations: GLX8050 BI Publisher report.

• Budgetary Control Parameters: GLX8051 BI Publisher report.

• Budget Attributes: GLX8100 BI Publisher report.

• Associated Budgets: GLX8110 BI Publisher report.

• Budget Checking Batch Process Statuses: GLX8530 BI Publisher report.

• Activity Log Detail: GLX8570 BI Publisher report.

• Activity Log Summary: GLX8571 BI Publisher report.

• Commitment Control Security: GLX8572 BI Publisher report.

See Application Fundamentals Reports: General Description.

See General Ledger Reports: A to Z.

The ChartField Selection grid enables you to select the ChartFields combinations you want to view.

To enter report selection criteria in the ChartField Selection Grid:

1. Enter the header selection criteria and click Refresh to populate the grid with rows for each ChartField.

2. Click Include CF for the ChartFields that you want to include values for in the report.

   PeopleSoft delivers reports with a fixed number of lines on the report heading. This number is determined based on the most common business practice. There is just enough space for a few ChartFields on the heading and still retain enough space for detail lines on each page. If you elect to include more ChartFields, the report will not have enough space to print all ChartField headings. This results in report heading and detail lines that overlay each other. If your circumstances require you to print more than the optimum number of ChartField values, change the report to increase the report heading lines. Increasing the number of ChartFields is a customization and is not supported by PeopleSoft.

3. (Optional) Use the Value field to enter ChartField values for the budgets you want to report on.

   Leave blank to select all values for the ChartField. Some Commitment Control report request pages include Value From and Value To fields to enable you to select ranges of ChartField values.

4. (Optional) Change the Sequence in which the ChartFields appears on the report.

   For example, if you are reporting by Account and Department and you select Account as first in the sequence, then the report displays budget rows as follows:

   Account	Department
   60000	100
   	110
   	120
   62000	100
   	110
   	130

   The default sequence is alphabetical.

5. (Optional) Select Descr to include a description of the ChartField value.

6. (Optional) Select Subtotal to include a subtotal of all amounts for the ChartField.

   For example, if you are reporting by Account and Department as in the above example, and you select Subtotal for Account, the report displays a subtotal amount for each Account:

   Account	Department	Amount
   60000	100	1000
   	110	2000
   	120	1000
   Subtotal		4000
   62000	100	2000
   	110	1000
   	130	3000
   Subtotal		6000