![]() of ? - Add page number to a header or footer available when you export the report (not when the report is run). Page Number – Add pages numbers to a header or footer available when you export the report (not when the report is run). Name – Includes the report name in the header or footer.Īuthor - Add the name of the report author to a header or footer. Properties provide detailed information for headers or footers.Ĭode – Includes the report code in the header or footer. Header and Footer PropertiesĬlick a header or footer and then select a property from the list box. Variables with an arrow contain sub-variables that can be added to the header or footer. To remove a variable from the header or footer, drag and drop the selection back to the Variables list. Drag and drop variables to the header and footer areas. You can use Variables in the header and footer of your report. Once you've selected the data you want to display in your report, launch the Header and Footer ( ) pane where you select options as well as style, color, and format to display header and footer details in your report. Adding a Header and Footer to Your Dynamic Report The Lock icon indicates that there are locked properties. ![]() Once report set row and column details are selected, click a selection to display the Member Selector. Report sets are applicable to a single axis only. Open the Planful Default Report Sets folder and the Rule folder to view the Standard Variables list. Typical examples of report sets are income statements, balance sheets, and cash flow statementsĪ list of all Standard Variables can be accessed from the File Cabinet by clicking the Report Sets folder. Use a Rule to map a Gross Margin line of an Income Statement to a Gross Margin member on an Account Segment Hierarchy. Report sets and dimensions do not appear when not applicable. Dimensions, attributes and report sets displayed are based on the reporting area selected. Once you select a reporting area and click OK, the Dynamic Report page appears. The Reporting Area represents the multidimensional cube upon which the report is built: financial, sales, workforce, or scorecard. The first thing you will do when you add a Dynamic Report is to select a reporting area. ![]() Composition of a Dynamic Reportĭynamic Reports have three components: page, row, and column.ĭimensions, attributes, and report sets are defined for components by dragging and dropping them directly onto the component.Ĭomponents of a Dynamic Report Dynamic Report Reporting Area Dynamic Reports use dimensional data and may use report sets and attributes to produce a specific output. Dynamic Reports is a reporting tool which provides easy-to-use, ad hoc query capabilities, as well as structured financial reports which utilize reusable report sets.
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