Opening Reports

You can view the list of available reports, and open and edit reports from the Reports tabs.

You can also launch a financial report directly from the Home page if your administrator has configured the navigation flow to display the report, and if you have access. For example, an administrator can make the Cash Flows report an icon on the Home page and you can click on the icon to launch the Cash Flows report. You can view the report in the formats that the original report supports, for example, PDF, HTML, or Excel format.

To open reports:

  1. On the Home page, click Reports.
  2. Select a tab:
    • Financial Reports— view or open the reports in the repository.

    • Journal Reports—view or create a Journal report.

    • Intercompany Reports—view or create an Intercompany Matching report.

    • Task Manager Reports—view or create a Task Manager report.

  3. For Financial Reports:
    1. Optional: Select the Show POV Options check box. When you select a report that has a POV, the POV Member Selector is displayed. The POV that you set applies to all reports in the list that have a POV and persists for the current session, until you log out.

      The Show POV Options checkbox is selected by default. If you clear the Show POV Options check box, the report launches directly, without displaying the POV Member Selector. The POV members in the report are the most recently used members on the form, or the dimension's root if there are no most recently used members.

      If you launch a report directly and bypass the POV Member Selector window, when the report is displayed, you can still change the POV members by clicking a link in the POV and selecting different members.

    2. Select to display reports in Flat View or Tree View.
    3. Select a report, and from Actions, select to view the report in HTML, PDF, or XLS format.
  4. For Task Manager Reports:
    1. From the list of reports, select a report.
    2. From Output Format, select an option: XLSX, XLS, HTML, or PDF.
      XLSX is not supported for graphs. HTML and XLS are not supported for graphs and charts.