Reporting definitions use the other report building blocks of a row definition, a column definition, and a reporting tree to help define the content of a report. You can also use a reporting tree to display information related to a dimension that is not used in the rows or columns of the design. For a description of the building blocks, see Building block settings .

Depending on the type of report that you are creating, you might have to modify your row definition and column definition to display the report detail accurately. For example, you might have to adjust the rounding precision on your balance sheets. For more information, see Specify rounding options in a report definition .

Select report building blocks

  1. In Report Designer, open the report definition to modify. Click the Reporttab.

  2. In the Building blockssection, in the Rowfield, select a row definition. To verify that the row definition that you selected is the correct one, click Open Rowto open it. Then close the row definition to return to the Reporttab of the report definition.

  3. If you created a report design that requires row formatting from a reporting tree, select the Use row definition from reporting treecheck box.

  4. In the Columnfield, select a column definition. To verify that the column definition that you selected is the correct one, click Open Columnto open it. Then close the column definition to return to the Reporttab of the report definition.

  5. To use a reporting tree, in the Tree typefield, select the structure of the reporting tree. When the Treefield is displayed, select the reporting tree definition. To verify that the reporting tree definition that you selected is the correct one, click Open Reporting Treeto open it. Then close the reporting tree definition to return to the Reporttab of the report definition.

  6. To specify a starting unit in the reporting tree, click Browseto open the Starting Unitdialogue box. Select a starting reporting unit, and then click OK.

    Note Note

    To generate a report for the whole reporting tree, leave the Starting Unitbox empty, or select Nonein the Starting Unitdialogue box.

Building block settings

The following table describes the settings available under the Building blockarea of the Reporttab in the report definition.

Setting

Description

Row

Specifies the row definition for the report. For more information about row definitions, see Row definitions .

Use row definition from reporting tree

If the reporting tree specifies the row definition to use in the report, select this check box. If you do not select this check box, the row definition that you selected in the Rowfield for every unit in the reporting tree is used.

Note Note

This is required only when you are using multiple links to FDin the row definition and with some methods of linking to external worksheets. For most reports, you do not need to select this check box.

For more information about reporting trees and how to assign a row definition in the reporting tree, see Build a reporting tree definition .

Column

Specifies the column definition to use in the report. For more information about column definitions, see Column definitions .

Tree type

Specifies the structure of tree. Possible values are as follows:

  • Reporting tree– A hierarchy derived from available dimensions in the financial data.

  • Dimension hierarchy– A hierarchy in a dimension-based system that is not bound to a single segment.

  • None– Clears the Tree typesetting.

Tree

Specifies the reporting tree definition to use in the report. For more information about reporting trees, see Reporting tree definitions .

Starting unit

Specifies a subsection of the reporting tree definition to use in the report. The Starting unitlimits which branches of the tree appear when you generate the report. Click Browseto open the Starting Unitdialogue box and browse for the starting unit. To run the report for the complete tree, in the Starting Unitdialogue box, click None.

See Also