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This activity allows you to save and print an analysis report. Tell me more.
Select the “Maintain Report Definition” link present under “Analysis Tool” business component.
The “Maintain Report Definition” page appears.
Enter the following fields:
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Report ID.. |
The unique code identifying the analysis report which is used as a template to generate reports (Alphanumeric, 10). Mandatory. |
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Press the <Enter> key. |
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If the report ID. has already been defined then the system retrieves the appropriate details in the header and the multiline. |
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Desc. |
The description pertaining to the report definition (Alphanumeric, 40). Mandatory. |
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Business Unit |
Use the drop-down list box to select the business unit for which the analysis report is being generated. All the business units of the company in which “Analysis Tool” and “MAC Incorporation” business components have been deployed will be available for selection. The system displays the first value by default on launch of the page. |
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On selection of the business unit in this field, the system retrieves and displays the corresponding organization units in the “Org. Unit” field. |
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Org. Unit |
Use the drop-down list box to select the organization unit for which the analysis report is being generated. All the organization units that belong to the selected business unit will be available for selection, along with “All”. The system displays “All” by default on launch of the page. |
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Cost Center Structure ID. |
The code identifying the cost center structure based on which the analysis report is being generated (Alphanumeric, 10). Mandatory. |
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Help facility available |
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Cost Center Type Desc. |
Use the drop-down list box to select the type description of cost center that is under consideration in the analysis report. All the cost center type descriptions that have been defined for the selected business unit will be available for selection, along with “All”. The system displays “All” by default on launch of the page. |
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Level From |
The level of the cost center structure from which cost centers would be taken into consideration for the analysis report (Integer). |
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To |
The level of the cost center structure till which cost centers would be taken into consideration for the analysis report (Integer). |
Note: The value entered here must be greater than the value entered in the “Level From” field.
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Entry Point |
The entry point of the cost center structure from which cost centers can be taken into consideration for the analysis report (Integer). |
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Column Structure ID. |
The code identifying the column structure based on which the analysis report is generated (Alphanumeric, 10). Mandatory. |
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Press the <Enter> key. |
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The system retrieves and displays the column ID., column name and the financial periods in the multiline. |
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Note: The column structure ID. entered here must have been defined for the login organization unit.
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Cost Element Structure ID. |
The code identifying the cost element structure for which analysis report is being generated (Alphanumeric, 10). Mandatory. |
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Help facility available |
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Detail Cost Element |
Check this box if detail cost centers of the cost center structure must also be considered in the analysis report. |
The system displays the following in the “Parameter” multiline:
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Column ID. |
The number identifying the column of the analysis report. |
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Column Name |
The name or heading of the column. |
Enter the following fields in the “Parameter” multiline:
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Financial Period From |
Use the drop-down list box to select the starting period in the range of financial periods for which the analysis report is generated. All the financial periods that has been defined for the all the business units of the login company will be available for selection. The system displays the first value by default on launch of the page. |
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To |
Use the drop-down list box to select the ending period in the range of financial periods for which the analysis report is generated. All the financial periods that has been defined for the all the business units of the login company will be available for selection. The system displays the first value by default on launch of the page. |
Note: The value selected here must be later than the period selected in the “Financial Period From” field.
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Budget No. |
The number identifying the budget based on which the column data is displayed in the report (Alphanumeric, 10). |
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Help facility available |
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Version No. |
The number identifying the version of the budget based on which the column data is displayed in the report (Integer). |
Note: Values can be entered in the “Budget No” and “Version No” fields only if the property of the column has been set as “Budget” in the “Maintain Column Structure” page.
The level of the budget entered here must not be “Business Unit”.
The budget specified must be a budget of the definition type “CC-CE” and type “Both”.
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Allocation Preview |
Use the drop-down list box to specify whether allocated costs from the cost centers must also be included in the analysis report. You can select from “Yes” or “No”. The system leaves the field blank by default on launch of the page. |
Note: “Yes” must not be selected in this field if the property of this column has been set as “Quantity” in the “Maintain Column Definition” page.
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Flexible Budget |
Use the drop-down list box to specify whether the analysis report can be generated based on a flexible budget. You can select from “Yes” or “No”. The system leaves the field blank by default on launch of the page. |
Note: Both the fields “Allocation Preview” and “Flexible Budget” must not be set to “Yes”.
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Operator |
Use the drop-down list box to select the operator that is used as part of the filter criteria. You can select from ‘>’, ‘>=’, ‘<’. ‘<=’, ‘=’ or ‘<>’. The system leaves the field blank by default on launch of the page. |
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Filter Criteria |
The filter criteria based on which the rows are filtered. |
Note: Values must be entered in both the fields “Operator” and “Filter Criteria” or both must be left blank.
Click the “Update Report Definition” pushbutton to update the report definition details.
The system saves the report definition details.
Click the “Extract to Excel” pushbutton to extract the analysis report details to Excel.
The system saves the report definition details.
The system eliminates cost centers from the cost center structure based on the level and entry point details.
The system retrieves the cost center – cost element period balances for each column.
The system also retrieves the cost center – cost element budget details (for flexible budgets) for each column.
The system also retrieves the allocated costs for all the columns where “Allocation Preview” has been set to “Yes”.
The system calculates the cost element balances as aggregates for every level of cost center in the CC structure.
The system also calculates the column value if it has been set as a “Formula” column. The calculation is done based on the values of the other columns, which are specified in the formula.
If “Detail Cost Element” field has been checked then the system includes all the detail cost elements for extraction into Excel. If the field has not been checked then the detail cost elements are not included.
The system displays the analysis report in form of an MS-Excel sheet.
The system displays the following:
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Created By |
The login ID. of the user who created the report definition. |
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Created Date |
The date on which the report definition was created. |
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Last Modified By |
The login ID. of the user who modified the report definition last. |
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Last Modified Date |
The date on which the report definition was modified last. |
Mandatory
“Business Unit” must have been defined in the “Organization Setup” business component.
“Org. Unit” must have been defined in the “Organization Setup” business component.
“Cost Center Structure ID.” must have been defined in the “Cost Setup” business component.
“Column Structure ID.” must have been defined in the “Maintain Column Definition” activity of this business component.
“Cost Elementt Structure ID.” must have been defined in the “Cost Setup” business component.
Optional
“Budget No” and “Version No” must have been defined in the “Cost Budget” business component.