Other Reports

Other Reports are tables with rows typically showing an object from the model and columns showing information about the object. Tables can be resorted by column and even searched.

 

Creating a report

There are two fundamental ways to create a report:

  1. Copy an existing report
  2. To create 'from scratch'
Copying a report
  1. Go to Report, Charts, and Specifications
  2. Navigate the tree structure to the report you want to copy
  3. Right-click on the report in the Navigation Panel, and click copy. A copy will be made, titled Copy of <name of original report>
Creating a report from scratch
  1. Go to Report, Charts, and Specifications
  2. Navigate the tree structure to the report group that you want to have contain the report
  3. Right-click on the group in the navigation panel, click on Add and select Other Report and select the kind of Other Report you'd like.
  4. Title the report (and annotation if desired)
  5. Most reports allow you to specify the maximum number of rows to download in a report. Adjust as needed.
  6. Adjust Styles (optional, see Styles for more information) . Warning: Only CSS styles are implemented for Other Reports.
  7. Add, delete, edit and reorder columns as needed. Not all columns are available for all reports.

 

Report Columns

Some columns are available for many reports, while other columns are only available for a specific kind of report. Each column can be edited to change the column title, provide initial width, tool tip (title explanation popup), column style, and formatting options (if available).

Common columns:

  • Rank (titled with a # character as the column title) numbers the rows. When the table is resorted according to a column, the rank column is renumbered. Clicking on the rank column title (the # character) does not sort, instead it pops up a window to search the table for words, and then displays the table with only those rows which have one or more occurrences of the search words.
  • Title is the object's title.
  • Annotation is the object's annotation.
  • Group (or Parent) is the name of the group (or parent) of the object.
  • Last Changed provides information about the most recent change to the object (or one of it's nested objects). There are three columns you can select from

 

Kinds of Reports

Data Store Import Reports
  • Overlay displays the name of the overlay (if any) used for the data store import
  • Priority displays the priority of the overlay used by the data store import
  • Last Import displays the date of the last priority (see Date format)
  • State displays the current status of the data store import which includes

    • Up-to-date

    • Not yet imported
    • Missing data store

    • Out-of-date

  • Number of Layers displays the number of value layers in this overlay
  • Source Kind displays the kind of data store import which includes

    • Model

    • Database

    • CSV File

    • Transactions via CSV File

    • Transactions from Database

  • Owner displays the owner of the data store (see Who format)
 
Data Store Import/Export Content Reports

For each data store import and export, a report of the content of the data store can be created. Each row of the report represents one input line of the data store with columns for title, FO attribute values, subgroups and data values. The report columns can be updated for cvs export which replaces the FO Type title and FO Group columns with the FO Type Code and Internal Identity which are needed if the csv file is to be imported into another model via csv rather than directly.

 
Model Dimension Reports
  • Overlays displays the type of overlays used by the dimension
    • M - means only one overlay for the entire dimension
    • E - means one overlay per case
    • ME - means one overlay for the entire dimension plus one overlay per case
    • blank - no overlays
  • Overlay Priority displays the dimension's overlay priority
  • Cases/Parts displays the number of cases or parts and when clicked displays the list of cases or parts
  • Parameters displays the number of case parameters and when clicked displays the list of case parameters
 
Scenario Reports

A scenario report displays scenarios as rows and model dimensions as columns. For each cell, the case or part name that is selected for that scenario is displayed.

  • All Model Dimensions displays all model dimensions as columns
  • For each model dimension a column can be added for just that model dimension

 

Compare Case Parameters

A Compare Case Parameters report compares and displays case parameters from two different scenarios. Specify two scenarios and the option:

  • Show differences -- only show case parameters that have different values between the two scenarios (otherwise all case parameters are displayed)
  • Case Parameters displays case parameters (either all or just those that have different values)
  • Dimension Title displays the name of the dimension the case parameter belongs to
  • The value of the case parameter for the first scenario
  • The value of the case parameter for the second scenario

 

Overlay Reports
  • Dimension Title displays the name of the dimension the overlay belongs to
  • Case Title displays the name of the dimension case the overlay belongs to (if any)
  • Overlay Priority displays the priority of the overlay
  • Priority adjustment range displays the range of adjustments that have been made for all layers in this overlay
  • # Formula Layers displays the number of formula layers in this overlay
  • # Value Layers displays the number of value layers in this overlay

 

Formula Layer Reports
  • Overlay displays the name of the overlay (if any) used by the formula layer
  • Priority displays the priority of the formula layer (as the sum of the overlay priority plus the priority adjustment). Sorting is based on the numerical sum.
  • Start Date displays the start date of the layer using the default scenario (in model parameters)
  • End Date displays the end date of the layer using the default scenario (in model parameters)

 

FO Reports

An unrestricted FO report would list ALL FOs. You can restrict FO reports to an FO Set to specify exactly which FOs you'd like to be listed in the report.

  • FO Type displays the FO type
  • FO Parameter displays a value of an FO parameter (see FO Parameter Value Format)
  • Hub Type displays the type of Hub (if this line item is a hub)
  • Hub displays the hub that this line item is connected to (if connected)
  • Connections if a hub, displays the number of connections and when clicked the list of connections that this hub is connected to
  • FO Attributes displays an FO attribute value for the FO
 
Credits/Debits Reports

Typically a credits/debits report contains columns for title, year, period, credits and debits for that period. Specify what line item set to use (typically all accounts in the income statement and balance sheet), the scenario, the start and end period and options:

  • Include initial balances -- for each instant line item, include the period prior to the start period with the initial balance amount
  • Reverse expense/assets sign -- normally expenses and assets are considered debits instead of credits

 

  • Year displays the year.
  • Period displays the period of the year (1 indexed)
  • Credits displays the positive change in an instant line item, otherwise the positive amount of a duration line item.
  • Debits displays the negative change in an instant line item, otherwise the negative amount of a duration line item.
  • Amount displays the change (either positive or negative) in an instant line item, otherwise the amount of a duration line item.
  • Also, any FO column can be added as well (see above reports)
 
Data Cube Reports

A data cube report contains columns for title, year, period, and amount for that period. Additional columns can be added for any FO Column and for any Model dimension (parts or case). For each model dimension added, you can select any number of parts or cases. A row is added for each part or case selected and the corresponding amount for that case or part is computed. Data cube reports are particularly useful for creating OLAP-style database tables that can be imported into spreadsheets. Specify what line item set to use, the scenario, and the start and end period and options:

  • Include initial balances -- for each instant line item, include the period prior to the start period with the initial balance amount
  • Reverse expense/assets sign -- normally expenses and assets are considered debits instead of credits

 

  • Year displays the year.
  • Period displays the period of the year (1 indexed)
  • Amount displays the change (either positive or negative) in an instant line item, otherwise the amount of a duration line item.
  • Model Dimension displays any subset of cases (or parts) of the model dimension. The amount reflects the value for that case (or part).
  • Also, any FO column can be added as well (see FO Reports above)

 

FO Attribute Cube Reports

An FO Attribute Cube report has columns for the values of each selected FO Attribute, the line items which have that combination of FO attribute values, and an amount for a specified period of time for any particular scenario. The reverse amount, reverse line items and sum are applicable only when two (or more) FO Attribute values are selected. The reverse amount/line items are the values when the attribute values of the two FO attributes are reversed. This is useful, for example, when analyzing such things as eliminations. Specify what line item set to use, the start and end periods, the scenario, and options:

  • Reverse expense/assets sign -- normally expenses and assets are considered debits instead of credits

 

  • For each selected FO Attribute FO-Attribute-Name displays an attribute value for that FO Attribute.
  • Amount displays the total value of all associated line items.
  • Line Items displays the number of line items with this combination of FO attribute values, and when clicked, the line item list will be displayed.
  • Reverse Amount displays the total value if the attribute values were reversed on the first two FO attributes.
  • Reverse Line Items displays the number of line items if the attribute values were reversed on the first two FO attributes.
  • Sum displays the sum of the amount and reverse amount.

 

 

FO Attribute Values Reports
  • Attribute Value displays a value of the attribute.
  • FOs displays the number of FOs with this value, when clicked the list of FOs will be displayed
  • Also, a column for each secondary FO attribute (if any)
 
Hub Types Reports
  • Hubs displays the number of hubs for each hub type, when clicked the list of hubs will be displayed.

 

Hubs Reports
  • Hub Type displays the type of hub
  • Connections displays the number of connections to the hub, and when clicked the list of connections

 

Connections Reports

A different connection report is available for each hub type.

 

  • Hub displays the name of the hub this line item is connected to

 

Reports

Lists all reports including other reports.

 

  • Report Type displays the type of report
  • Frameworks displays the number of frameworks associated with the report (if any) and when clicked displays a list of the frameworks

 

Framework
  • Reports displays the number of reports associated with the framework (if any) and when clicked displays a list of the reports
Attached Document Report
  • Create Date displays the date of the document attachment (see Date format)
  • Document Owner displays who owns the document (see Who format)
  • Document Size displays the size of the document (in bytes)
  • Document Mime Type displays the mime type of the document ("missing" will be displayed if the document is not found)
  • Parent displays the object that document is attached to
Object Summary by Library

This report displays imported libraries as columns and object types as rows. Each cell displays the number

of objects of this type from a library. Clicking on the number will display the list of objects. Report parameters include

  • Show all objects, top level objects, or FOs
  • Remove zero lines (removes rows for which there are no objects)
  • Split FOs
  • None - group all FOs together as one row
  • according to FO Type - split FOs into multiple rows for each FO Type
  • according to root group - split FOs into multiple rows for each top level assumption group

 

  • Update all library columnswill update all columns with the current set of libraries used in the model

 

Library Reports

A library report shows models as rows and libraries as columns. Each cell displays the version of the library currently used by a model. No columns can be changed in this report.

 

Activity Reports

An activity report displays user activity for a model or models. Two of any of the following four elements can be displayed as either rows or columns.

 

  • Who displays the login performing the action
  • When displays the date/time of the action by time slot (a time slot can be an hour, day, week, 30 day or 90 day periods)
  • What displays the type of action
  • Models displays the models (if model is not chosen, the actions pertain only to the current model)

 

Models Reports

A models report displays a list of all the user's models and checkpoints. An admin can display all models in an installation.

 

  • Owner displays the login that owns the model (see Who format)
  • Catalog Name displays the internal code for the database storing the model
  • Checkpoint displays the checkpoint title if this is a checkpoint
  • Data Stores displays the number of data stores, , and when clicked the list of data stores
  • Software Version displays the version of the software when the model was last used
  • Create Date displays the creation date of the model (or checkpoint) (see Date format)
  • Last Change displays the date the model was last changed (see Date format)
  • Annotation displays the model parameters annotation
  • Checkpoint annotation displays the checkpoint annotation (if a checkpoint)
  • UID Prefix displays the internal code used to uniquely identify objects of this model
  • Library Status displays the library status, either private or public
  • Library Imports displays the number of imported libraries, and when clicked displays the list of imported libraries
  • Library Importers displays the number of other models that import this library, and when clicked displays the list of such models
 
Data Stores Reports

A data stores report displays a list of all the user's data stores. An admin can display all data stores in the installation.

 

  • Catalog Name displays the internal code for the database storing the data store
  • Models displays the number of models using the data store, and when clicked the list of such models
  • Source Kind displays the kind of data store such as csv file, database, export from another model
  • Source Title displays the title of the source of the data (e.g. the filename if the data came from a csv file)
  • Owner displays the owner of the data store
  • Software version displays the version of the software when the data store was last used

  • Create Date displays the creation date of the model (or checkpoint) (see Date format)

  • Last Change displays the date the model was last changed (see Date format)

 

Change Log Reports

A change log report displays a list of changes for a set of objects. Optional start and end dates can be used to narrow the report to a certain date range, otherwise the report will display the most recent changes. When the report is selected from the Reports menu, changes for all objects in the model are shown. When the report is selected from the View menu of any model object, then only that object (and its components) will be shown in the report. A single request can result in multiple changes, in which case, the report shows this by coloring the "When" column the same color.

 

  • When displays the date and time of the change (see Date format)
  • Who displays who made the change (see Who format)
  • What displays the type of change (change of value, new child, etc.)
  • Title displays the title of the object that was changed
  • UID displays the internal UID (Unique Identification) code of the object (this is useful to distinguish between objects with the same title, or even the same object whose title has been changed over time).
  • Type of Object displays the type of object (such as FO Instance, FO Attribute, etc.)
  • Group displays the title of the group (or parent object) that the object belongs to

 

Daily Distribution of Changes Report

This report shows the number of changes occurring on a day to day basis (see Change Log)

 

  • Day displays the day (see Date format)
  • Most Recent Changes displays how many of the day's changes are most recent changes (the last change for a particular object)
  • Archived Previous Changes displays how many of the day's changes are archived.
  • Total displays the total number of changes for that day.

 

Java Function Trace Report

The Java Function Trace Report displays the trace messages produced by custom Java functions.

 

  • When displays the time of the trace message (see Date format)
  • Function name displays the function name where the trace message was produced
  • Line # displays the line number of the trace message
  • Destination Line Item displays the title of the line item being computed by the Java function
  • Period displays the period being computed by the Java function
  • Trace Message displays the trace message

 

Column Formats

Date Format

A column using the date format can display dates and times in a wide variety of formats. Codes are used to display different aspects of the time, and these codes can be combined and rearranged as needed. In addition, you may have multiple date columns displaying different parts of the data, for example, one column might display the date, another column the time, and yet another column displaying the month. See codes for more information.

Who Format

A column using the who format can select and display various information from the users profile.

The codes used are

  • L - the login name
  • F - first name
  • S - surname
  • E - email address
  • T - telephone
  • R - role
  • A - address

The codes can be combined along with other punctuation to format the column contents (for example the format "S, F (L)" would display John Doe with login jdoe as "Doe, John (jdoe)". Tip: you can create multiple Who columns, some with just the email address, some with last name, thus allowing the person's information to be organized and sorted by specific columns.

 

FO Parameter Value Format

An FO report may have any number of FO Parameter columns. Each column can extract any parameter value or data value from a line item. If a line item is chosen you must specify the start period, the span of time, and the scenario. For formatting numbers you can choose the scale and precision.