Reporting Preferences

Perform the following steps to configure the Reporting Preferences:

Figure 9-1 The Reporting Preferences Page

1. Select a Legal Entity from the Legal Entity drop-down list:
   • Click the folder icon to open the add legal entities window.
   • In this window, select the Legal Entity that you want to add to the Legal Entity drop-down list.
   • Click Apply.

     The selected Legal Entities are added to the Legal Entity list.

     The Copy as option allows you to make it applicable to other entities.

   • If you want to remove the selected Legal Entity from the Legal Entity drop-down list, then click the folder icon to open the add legal entities window.
   • In this window, remove the Legal Entity that you want to remove from the Legal Entity drop-down list and then click Apply.

     The Legal Entity will not appear in the Legal Entity drop-down list.

2. The Reporting Currency field is selected and disabled by default.
3. In the From Date drop-down list, select a date from the drop-down list or select the Calendar icon and select a date.

   The selected date is added to the From Date drop-down list.

   Depending on the From Date that was configured, the To Date field is automatically populated.

4. In the canvas and threshold category table, set the Low, Moderate and High threshold values for the canvases.
5. Click the Conversion of Standard Units tab.

   Figure 9-2 The Conversion of Standard Units Tab

   
   

   

   
   
6. Select a conversion unit for the Volume metric type from the drop-down list:
   • Kiloliters
   • Liter
   • Gallon
7. Select a conversion unit for the Length metric type from the drop-down list:
   • Meters
   • Kilometers
8. Select a conversion unit for the Area metric type from the drop-down list:
   • Square Kilometer
   • Acre
9. Select a conversion unit for the Power metric type from the drop-down list:
   • Horsepower
   • Watts
10. To copy the configurations from one Legal Entity, click the Copy icon:
    • In the pop-up window, select the legal entity, from the Legal Entity drop-down list that you want to copy the configurations to.
    • In the adjacent drop-down list, select the Legal Entity that you want to copy the previous Legal Entity's configurations to and click Apply.
11. To rest the Threshold configurations to its' default state, click the Reset icon.
12. Click the Summary View icon, to view a specific canvas's configurations and information:
    1. In the Canvas Name field, select a canvas from the drop-down list.
    2. In the Property Name field, select a property name from the drop-down list.

       The selected canvas's details appear in a table format.

    3. Additionally, click the Download icon to download the threshold details in a .csv format.
13. Click Save.