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Introduction

All the reports settings are placed in several settings groups. In the text below, you will find explanation for each of the groups and the settings in them.

CONTENT

Table of Contents

General

General settings contain the name of the report and its position in the menu. In case the report is not present in the menu, you have an option to place it menu. Place in menu button will open the Menu Items (Manage) section.

SettingDescription
Report TitleThe title of the report
Position in menuAll Positions and Security Users and Groups

Point of View & Dimensions

Point of View and Dimensions group contains Point of View settings which includes the Type of Hierarchy of the POV Dimensions and the default value and the other dimensions and their values.

Point of View

SettingDescription
DimensionDimensions which will be displayed in Point of View
HierarchyDimension Hierarhy for the dimensions chosen for Point of View
Default ValueDefault value for the dimension in the Point of View

Dimensions

List of the other Dimensions and their values.

Content

List of setting related with the report content such as lists used for rows or columns. Since these settings are different for each report type, these settings are explained along with the Templates in CXO.

Labels, Formats and Colors

Settings related to the Lables and Colors and Formats used in the report. These settings are also different for each report type and  are explained along with the Templates in CXO.

Variance

Settings related to the Variance and its format. Explained in details in Templates articles.

Other

Settings that do not belong in the previously mentioned groups. Different for every report type.

Comments

Narrative Key

With this setting, the admin can specify the Dimension(s) used to store the POV comments. If a dimension is chosen, this means that comments can be saved for these dimensions. If RollUp is checked, the hierarchy of this dimension will be used to create a dependency tree for comments.

Narrative Key Settings

SettingDescription
Narrative TemplateThe admin can choose one of the avaliable Narrative Templates 
Master Narrative ReportName of the Master Report
Child Narratives LabelA replacement for the title Subsidiary Comments in the Comments section