This activity is used to create a report template. A report template is defined by combining a row template with a column template and by adding overall information about the report. If the included row template has a fixed column template, this column template is mandatory and cannot be replaced. Otherwise, any column template can be included in the report template.
In a report template, you indicate preferences to limit selections made in a row template and/or in a column template. Specify the information you want to retrieve from the data source. This is done via the objects code part, account group, consolidation account, structure, account type, attribute or balance amount. A selection is defined via operators, e.g., < or >. For each selection, specify whether the information matching the criteria is to be included or excluded. Enter one line for each selection. The selection can be changed at ordering time.
The selection of data can be specified in a data column in the column template, in a data row in the row template, and in the report template. If the selection is specified in two or three of the templates, only information matching all the criteria will be printed.
In the report template, you can define superior grouping levels (SGL) if one complete report is to be printed for each level. A superior grouping level can be a code part, structure level within a structure, account type, account group, attribute, or consolidation account. For example, if the user defines two superior grouping levels, that being level 1 = code part C (product) and level 2 = cost center, you receive a complete report per cost center within each product. Superior grouping levels are printed in level order. You can define up to ten superior grouping levels in a report template. However, when a row template with metrics is split into an additional data dimension (further breaking down the data), you must define one to three SGL (one is the minimum number of SGL, and three is the maximum number).
The Suppress tab is used to suppress values in a data column, for example small amounts.
The Transaction tab is used for modifying the information that is to be printed for a transaction row. A transaction row is used for printing the transactions that have generated a balance in the report. The transactions are printed after the data row.
Before creating a report template, the following must have been completed:
Before modifying the information in the Transaction tab, the following must have been completed:
As a result of this activity, a report template is created. The report template can then be used for generating a report.
Overview Report Templates, Report Template
Use the following procedure to create a report template in Overview Report Templates:
Use the following procedure to create a report template in Report Template: