Creating Custom Report Director Templates
Access the Building Blocks tab of the Report Director Templates Revisions form.
- Report Template/Description
Enter the name of the Report Director template and a meaningful description.
The system displays the Report Template/Description information from all three tabs.
- Section Type
Enter the type of report section that the system should create when this Report Director template is selected.
- Business View
Enter the business view that should be used by the report section. You can override this business view in the Director.
- Processing Options
This field is optional. Enter the processing option template to be used by the report. You can override this processing option template in the Director.
- Smart Field Template
This field is optional. Enter the smart field template to be used by the report. The smart field template is dependent on the business view defined.
- Default Sequence and Level Breaks
Define the data sequencing and level breaks to be used by the report. These fields appear on the Data Sequencing Help form of the Director. The first two data items appear in Report Grouping and the subsequent data items appear in Report Detail. You can override these fields in the Director.
The system displays the Default Sequence and Level Breaks information from all three tabs.
Access the Properties tab of the Report Director Templates Revisions form.
- Use Financial Description
Select this option to include the Use Financial Description option in the Director.
Provides the correct description of the object account. The system sets this option on the Additional Properties form of the Director.
- Display Level of Detail
Select this option to include the Display Level of Detail option in the Director.
Determines the level of detail for summarizing the object account information based on the levels defined in the chart of accounts. The system sets this option on the Additional Properties form of the Director.
- Display AAI Subtotal
Select this option to include the Display AAI Subtotal option in the Director.
Inserts subtotals based on the Financial Statements series of AAIs. The system sets this option on the Additional Properties form of the Director.
- Display Adjust Sign
Select this option to include the Display Adjust Sign option in the Director.
Reverses the sign of amounts (debits and credits) in accounts for balance sheet or income statement reports. The system sets this option on the Additional Properties form of the Director.
- Display Suppress Zero Rows
Select this option to include the Display Suppress Zero Rows option in the Director.
Suppresses the printing of a row in a tabular section using one of these options:
No Zero Row Suppression.
Suppress Zero Detail Rows Only.
Suppress All Zero Rows.
- Display Generic Criteria
Select this option to include generic criteria in the Director.
The Director displays the Section Data Selection form.
- Display Financial Criteria
Select this option to include financial criteria in the Director.
The Director displays the Help with Section Data Selection form. This form enables you to select records based on balance sheet or income statement accounts.
Access the Drill Down tab of the Report Director Templates Revisions form.
- Drill Down
Select to activate the drill feature in the report template. The application, form, and version must be defined to ensure that the Drill Down feature functions.
- Drill Down App/Form/Vers
Select the name of the JD Edwards EnterpriseOne application, form, and version to launch to display the detail of the record selected in the report.