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Define Forms

In this activity, you define the forms you want to use in your information system for designing reports.

You can create forms for profitability reports or for reports based on line items. The report types - and correspondingly the forms - are defined in the same way; the data that you call up, on the other hand, is not the same. This is why the number of characteristics available for use in the definition varies.

A form represents the content and structure of the report. It can generally be seen as a semi-finished report definition that you can build upon. You specify lines, columns, and the form header by means of characteristics or value fields that are to appear in several reports. In this way, a form can be used repeatedly for different reports.

Activities

Specify which forms you need and create them.

You can use the function Extras -> Overview to display information for the General Selections, columns, lines, and so on, of a form.

Requirements

You need to have already fully defined an operating concern in which to create the form.

If you want to include global variables in the report, you need to define these first.

Further Notes

For more information on defining forms, see the documentation for Profitability Analysis or Drilldown Reporting.