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Function documentationReport Creation Locate this document in the navigation structure

 

You can create a report that is temporary for the current session, or you can save it to a name in a folder for future reference.

Features

When creating a report, you must do the following:

  • You select a template on which to base the report.

    Template

    What You Need To Know

    Ranking

    Orders dimension members by top or bottom performers. It can also provide each dimension member's percentage contribution to the total result. Use this to identify your best or worse performers.

    Navigator

    Provides ad hoc reporting of multiple dimensions and metrics in a flexible layout.

    Exceptions

    Explores, at a glance, areas that are performing above or below expectations based on a user-defined trigger.

    Contributions

    Pages up to three dimensions down the table and calculates members' percentage contribution to the total result within a page.

    Trend and Forecast

    Identifies trends in a certain area of your business, and performs forecasts based on those trends.

  • You select a dimensional model whose data you want to view in a report.

  • You specify whether to display a default graph in a Ranking or Exceptions report.

    You can add or remove a graph at a later time using Display Graph in the Graph section.

    You cannot set up a graph in Contributions or Navigator reports until you actually create a Contributions or Navigator report because they do not have default graphs.

    This option is unnecessary for a Trend and Forecast report because that report always displays a graph.

  • The report is created with default settings based on the template type. Each dimensional model has a default dimension that is displayed down the table in the templates. By default, the members one-level-down from the top are displayed down the table. Each dimensional model also has a default metric that is used in the initial view. You can modify any of the settings and optionally save the report or keep it just for the session.

Activities

To create a report, click New.