Providing for Detailed Data and Documents in Reports

In This Section:

Providing Expansions and Related Content includes the following topics and tasks:

Expansions and Related Content are features that enable the designer to specify detailed levels of data in a report. You can design your report to allow end users to view detail data residing in the same report using Expansions or in a linked report using Related Content.

For example, you might want to provide the detail of a Market dimension by displaying the areas that comprise a market, such as East, West, North, and South.

Using Expansion. You can set up viewing of same-report detail data by enabling expansion of summary rows and columns. A report set up with expansion enables end users to select a summary-level row or column and view its related detail in the same report.
Using Related Content. You can select a cell, row or column labels, the entire grid, charts, images and text boxes, and then set up links to objects in Financial Reporting. A report set up with Related Content enables users to move between documents in different applications.

You can view a report that has expansion and Related Content enabled during the design phase by selecting File, then Web Preview.

Note:

The report designer must save the report as a Report type to view Related Content in the Report Designer workspace. Reports saved as snapshots lose this capability.