11 Reporting Preferences

The Reporting Preferences page enables you to configure the reporting preferences that are then used in the elements mapping feature.

Figure 11-1 The Reporting Preferences Page

Configure the Reporting Preferences

• Legal Entity - Click the folder icon adjacent to the Legal Entity field to select a legal entity:
  1. Click the blank field to view the list of available legal entities. Multiple legal entities can be added or removed in this field.
  2. Click Apply to add the selected legal entities to the Legal Entity field.
  3. In the Legal Entity field, select a legal entity from the drop-down list.
• Reporting Currency - The US Dollar is selected and this field is disabled by default.

Thresholds Tab

Figure 11-2 The Thresholds Tab

Configure the values in the Thresholds tab:

• From Date - To select a date from which these configurations will be applicable to the report:
  1. Click the calendar icon and select a date.

     Multiple dates can be added to this field.

  2. In the From Date field, select a date.
• To Date- Depending on the From Date that was configured, the To Date field is automatically populated.
• Low- Enter a numeric value in this field to define the lower threshold for a particular threshold category that is mapped to a specific canvas.
• Moderate- Enter a numeric value in this field to define the moderate threshold for a particular threshold category that is mapped to a specific canvas.
• High- Enter a numeric value in this field to define the higher threshold for a particular threshold category that is mapped to a specific canvas.

Figure 11-3 The Conversion of Standard Units Tab

Configure the values in the Conversion of Standard Units tab:

• Volume- Select a conversion unit for the volume metric type from the droop-down list:
  • Kiloliters
  • Litre
  • Gallon
• Length- Select a conversion unit for the length metric type from the droop-down list:
  • Meters
  • Kilometers
• Area- Select a conversion unit for the area metric type from the droop-down list:
  • Square Kilometer
  • Acre
• Power- Select a conversion unit for the power metric type from the droop-down list:
  • Horsepower
  • Watts

Climate Rating

Figure 11-4 The Climate Rating Tab

• Number of Ratings - This field is disabled by default on this tab.
• ClimateScore-Lower limit- Enter a climate score lower limit in the field. Depending on the value entered in this field, the ClimateScore-Upper limit field is automatically populated sequentially.
• Reset to previous and saved values- Click this icon to rest the values to their previous and saved state.
• Reset to defaults- Click this icon to rest the values to their default state.

After configuring the reporting preferences, click the Save icon to save the settings. Additionally, the following actions can be performed on this page:

• Reset - Click the Reset icon to reset the values on this page to their default state.
• Copy - Click this icon to copy the configurations set for one legal entity to another:
  1. Click the Copy icon.

     A window pops up.

  2. In this window, select a legal entity.

     The legal entity that was selected in the Legal Entity field on the Reporting Preferences page appears in this drop-down.

  3. In the net field, select a legal entity from the drop-down list. Only a legal entity that does not contain any reporting preference configurations can be selected in this field.
  4. Click Apply.
  5. Additionally, click Close to close the window without copying the configurations from a configured legal entity to another.
• Summary View - 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 .