Dynamic Report and Input Schedule Templates 
The system provides several templates within the sample application set, ApShell. You can choose the template you want to use, and then customize it to meet your needs.
Features
You can save reports locally, or save them as a template on the server (if you have administrator rights). If you modify an existing report template or create a custom report, you can save it as a template for future use. Only administrators with the appropriate rights can save templates on the server. However, you can modify a template and save it locally for your own use. You can edit the template title and description in the language you require.
Note
If you make a change to an existing template and save it to the server, you should increment the template version number so that the new template can be downloaded to all client machines that access the server. See Application Set Management.
Note
To retrieve information on the Server name, User name, AppSet name and Application name for the current report, you can add the appropriate EvFunction.
The following tables describe the provided templates. Since administrators can save any report as a template, your application set may contain a different set.
Dynamic reports in Planning application
Template name |
Description |
|---|---|
Subtotals by Accounts |
This custom report contains Account dimension with subtotals in rows and any dimension across in columns. |
Consolidating |
This custom report contains any dimension in rows and Entity type members across in columns with hierarchy. |
Variance |
This custom report contains any dimension in rows and Categories comparison in columns. It also features Variances calculation (both amount and percentage). With both YTD and Periodic boxes. |
Comparative X |
This custom report contains any dimension in rows and Categories comparison in columns and also retrieves the Last Year same period data. With both YTD and Periodic boxes. |
Comparison with 3–year |
This custom report contains Year over Year comparisons. |
Drill In Place |
This custom report performs drill in place. |
Sort on Values or Sort on Members |
This custom report contains data sorting by total value. |
Nested Row |
This custom report allows any two dimensions to be nested in the rows and a third dimension in the column. |
Drill Across Dimensions |
This custom report allows you to drill from one dimension to another in the rows. |
Dynamic schedules in Planning application
Template name |
Description |
Account-Trend or Entity-Trend |
This schedule contains Account type members in Rows and Time periods in columns, using EVDRE based functions. |
Entity-Trend |
This schedule contains Entity type members in Rows and Time periods in columns, using EVDRE based functions. |
Consolidating |
This schedule contains Account type members in Rows and Entity type members in Columns, using EVDRE based functions. |
Nested Row |
This schedule provides the ability to choose the dimensions and members on the Row, Column, and Page. Two Row dimensions can be selected and they will be nested. It uses EVDRE based functions. |
Comparative |
This schedule contains Account type members in Rows and Category type members in columns with a variance column, using EVDRE based functions. |
Dynamic reports in Rate application
Template name |
Description |
Nested Row |
This custom report allows any two dimensions to be nested in the rows and a third dimension in the column. |
Any by Any |
This custom report contains any dimension in the rows and any dimension in the columns. |
Dynamic schedules in Rate application
Template name |
Description |
Nested Row |
This schedule provides the ability to choose the dimensions and members on the Row, Column, and Page. Two Row dimensions can be selected and they will be nested. |
Any by Any |
This schedule provides the ability to choose which dimensions are on the Row and Column. |
Activities
Open a report template
From Interface for Excel, select Reporting & Analysis from the Getting Started action pane. Select Build a report using a template, then select the desired template and choose Open.
Save a report locally
We recommend that you save all report copies locally, so that you have instant access to the reports you need if you do not have access to the server.
From the report you want to save, select Save to My Reports folder. At the Lock down prompt, select Yes to lock down the current view, or select No if you want the report to continue to show live data. If you select Yes, then select a Park N Go option. For more information, see Park N Go. Enter a name for the report, then choose Save. The default folder is the Report folder on your local drive.
Save a report as a template
To save a report as a template, from the report you want to save, select eTools > Save Template Library. Enter a name for the report template, then select Save. To make the template available for downloading to the Planning and Consolidation client on user machines, increment the template version number. You can change the version number in the Admin Console, or from the Set application parameters page in the TemplateVersion field. See for more information.
Edit the template title and description
To edit the title and description of the template in the language you require, open the Description.txt file located in the WebFolders directory. In the Description.txt file, the title
and description are grouped by language. Between each group is a blank row. The languages must be enclosed in square brackets. After you modify the file, save it with Unicode encoding and close it.
If the application cannot find the entry in Description.txt for the language in which the application is installed, it displays the template title and description in the first available language in the Description.txt file.
Note
Only Administrators can modify the Description.txt file.
Retrieve information on current report
To retrieve information (Server name, User name, AppSet name, Application name) for the current report, add the appropriate EvFunction. See the EvAPP, EvAST, EvSVR, and EvUSR functions for more information.