Adding report definitions

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

Procedure

  1. On the Review tab, click Create report.
  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. Click Next.
  6. 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.
  7. To add a column definition, click Add row.
  8. To duplicate a column definition, click the three dots actions icon and select Duplicate.
  9. To delete a column definition, click the three dots actions icon and select Delete.
  10. When you are finished adding rows, click Create.

Results

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