Adding report definitions

You can add new report definitions in IBM® Controller Web.

Procedure

  1. On the Review tab, click New report definition New report definition icon.
  2. Type a Code and a Name for the report.
  3. Select in report type if the report must be Private or Public.
    Note: Public will be disabled if you don’t have access to this option in security groups and menu in Controller Classic.
  4. In the Row definition field, select a form from the drop-down list.
    Note: Although you can see free forms in the list, you can't access them from this tab. You'll get an error message when you select a free form.
  5. Under Column definition, click the row, and define the following items:
    Actuality
    Select a value from the drop-down list or select $$ to be prompted at run time for the value.
    Period
    Select a value from the drop-down list.
    Currency code
    Select a value from the drop-down list or select $$ to be prompted at run time for the value.
    Closing Version
    Select a value from the drop-down list or select $$ to be prompted at run time for the value.
    Reporting Interval
    Select 0 (YTD) to show year to date amounts or select a number to show period values.
    OB Actuality
    Select a reference actuality from the drop-down list that is used in the period value calculation for the reporting interval amount.
    extended dimension
    If defined, extended dimension columns are available to use for review.
    Tip: Use the down arrow beside each field heading to sort ascending or descending, or to hide the column in the report.
  6. To add a column definition, click New column definition icon.
  7. To duplicate a column definition, click Duplicate a column definition icon.
  8. To delete a column definition click Delete a column definition button.
  9. When you are finished adding rows, click Save as new.

Results

The report definition name is displayed under Reports. The fields defined as $$ appear as filters in the report definition.