Setting User Level Profiles

Use user settings to update or clear user-level profiles that apply to the user.

Note:

When the Global mode is defined, then user level profiles for the POV are not applicable.

To set a user level profile:

  1. On the Setup tab, under Configure, select User Settings.
  2. In User Setting, select the options to add or modify.
  3. Optional: To clear a setting, select the value and from your keyboard, and then click Delete.

    The value is removed, but it is deleted only when you save it.

  4. Click Save.

Table 2-6 User Level Profile Settings

Option Description
File Character Set

Specify the method for mapping bit combinations to characters for creating, storing, and displaying text.

Each encoding has a name; for example, UTF-8. Within an encoding, each character maps to a specific bit combination; for example, in UTF-8, uppercase A maps to HEX41.

Click Image shows Search button to view available character sets on the Search and Select screen.

Encoding refers to mapping bit combinations to characters for creating, storing, and displaying text.

You should convert the encoding to UNICODE if your source file is not in one of the supported formats.

Default POV Location

Specify the default POV location.

Default POV Period

Specify the default POV Period.

Default POV Category

Specify the default POV Category.

Default Check Report

Specify the type of Check Report to use as the default check report at the user level. The following are pre-seeded check reports, but you can create a new one and specify it here:

  • Check Report—Displays the results of the validation rules for the current location (pass or fail status).

  • Check Report Period Range (Cat, Start per, End per)—Displays the results of the validation rules for a category and selected periods.

  • Check Report by Val. Entity Seq.—Displays the results of the validation rules for the current location (pass or fail status); sorted by the sequence defined in the validation entity group.

  • Check Report with Warnings—Displays the results of the validation rules for the current location. Warnings are recorded in validation rules and shown if warning criteria are met. This does not show rules that passed the validation.

This setting is not available in the Financial Consolidation and Close.

Log Level

Specify the level of detail displayed in the logs. A log level of 1 shows the least detail. A log level of 5 shows the most detail.

Logs are displayed in Process Details by selecting the Log link.

Map Export Delimiter

Sets the column delimiter value when exporting member mappings.

Available delimiters are:

  • ! (exclamation mark)

  • , (comma)

  • ; (semi-colon)

  • | (pipe)

Map Export Excel File Format

Select the Excel file format to use when exporting member mappings:

  • Excel 97-2003 Workbook (*.xls)
  • Excel Macro-Enabled Workbook (*.xlsm)