Creating a Reporting Application

A Reporting application is a basic application with one cube and the core components that you need to get up and running quickly. If you later decide that you need more complex business logic, you can convert a Reporting application into a Standard or Enterprise application.

A Reporting application:

Default dimensions and characteristics for a Reporting application:

  • Account—Only the root member is provided.

  • Entity—Only the root member is provided.

  • Period—Members are created based on the answers provided during setup. Users can add an alternate hierarchy later. The Beginning Balance and Year Total periods are provided.

  • Years—Number of years, history, and future years are broken up based on the values chosen during application creation. An All Year parent is provided. More years can be added later. The default number of years is 10.

  • Scenario—Five scenarios are provided: Plan, Actual, Forecast, Variance, and Variance Comments.

  • Version—Three versions are provided: Base, What If, and Final. Hierarchical versions are allowed, for example, Base (child member)+What If (child member)=Final (parent member).


Generic members aren't added to the dimensions.

To create a Reporting application:

  1. Click Reporting.
  2. Name your application and enter a description.


    Ensure that you adhere to the application naming restrictions outlined in Naming Restrictions.

  3. The application provides setup options that you can select to help you create the initial framework for your planning process. If you need help deciding which options to choose, see Choosing Setup Options.
  4. Review the summary screen, and, if the selections you made are correct, click Create.

After you create the application, populate it by performing these steps: