Selecting Smart Fields in Application Reports

Click Next on the Business View Selection Option form to access the Select Columns form.

1. Drag the appropriate smart field from the Available Smart Fields list to the Columns in Report Section.

   The Smart Field Name form appears and marks the first phase for defining data for the smart field.

2. On the Smart Field Name form, enter a unique name in the Variable Name field.

   Use a name that you can easily identify when using the field in event rules or calculations.

3. Enter a descriptive name in the Report Column Headings fields.

   These fields appear on the report as the column headings unless the Smart Column Heading option is selected.

4. Select from these options, and click Next:

   • Smart Column Heading.

     Select if you want the system to use the smart field to populate the column heading. This feature enables you to create a report with column headings that change based on a rolling time period. The smart field must have a business function attached that provides this functionality.

   • Show Multiples Parameters per Page.

     Select if you want the Director to combine multiple smart field parameters on a single page. The system then displays five smart field parameters on each page of the Director for easier viewing.

     Note: The smart field parameters forms vary, depending on which smart field you select. For example, if you select the FINRPTAB smart field, the parameters include the Period Number Offset, Fiscal Year Offset, and Data Selection forms.

5. On the Smart Field Parameters - Period Number Offset form, enter a value in the Enter the Literal field, and click Next.

   The text in the center of the form describes the values that are appropriate for this field. Leave the field blank to display information for the current period in the report. You can also enter a specific period number or a number that is an offset to the current period number. For example, enter 6 to display data for period six. Enter an offset of –1 to display data for the month prior to the current month.

6. On the Smart Field Parameters - Fiscal Year Offset form, enter a value in the Enter the Literal field, and click Next.

   The text in the center of the form describes the values that are appropriate for this field. Leave the field blank to display information for the current fiscal year. You can also enter the last two digits of a specific fiscal year, such as 05; or enter a number that is an offset to the current fiscal year, such as +1 or –1.

7. On the Smart Field Parameters - Column Heading Offset form, enter a value in the Enter the Literal field and click Next.

   This form appears only if you selected the Smart Column Heading option on the Smart Field Name form. The text in the center of the form describes the values that are appropriate for this field. The value that you enter on this form should match the value that you entered on the Smart Field Parameters - Period Number Offset form. This ensures that the column heading reflects the data that is included in the column.

8. On the Smart Field Data Selection form, complete the fields and click Finish.

   These fields define the data that you want to appear in the smart field column. The fields are defined in the smart field template and vary depending on the Report Director template that is selected.

9. If the fields that appear on the Smart Field Data Selection form do not reflect the data selection criteria that is required, select the Advanced option, define data selection manually, and then click Finish.

10. To review or revise smart field parameters, click a selected smart field on the Select Columns form, and then click the Define Smartfield button.