Defining Member Lists

Member lists are user-defined saved queries or system-defined lists of members. System-defined lists are typically created by the database administrator. Member lists can include members, other member lists, and functions.

  To define a member list:

  1. Open a report.

  2. Double-click a dimension cell for which you want to assign a member.

  3. In the Select Members dialog box, take an action:

    • In the Members tab, highlight the members to include in the member list, right-click inside the Available area, then click Save Highlighted.

    • In the Lists tab, right-click inside the Available area, then click Create.

  4. From the Available area of the Create (dimension) List dialog box, select the members, member lists, and functions to include in the member list and move them to the Selected area using the Add button, Right Arrow icon, or Add Relationship button, Relationship icon.

  5. Optional: To edit a function, use the procedure described in Including a Member in a Function.

  6. Click OK.

  7. Enter a name and description for the member list, then click OK.

    Note:

    Do not use quotation marks ( “ ) when entering a member list. If you do, Financial Reporting saves the name with the quotation marks, but you cannot select the name later.

  8. Click OK to return to your report.