Run user reports

On the User Reports page, you can select and run the user reports defined on the Define User Reports page.

To access the User Reports page, click Reports > User Reports > User Reports.

Generate a user report

  1. From the Report drop-down list, choose a report.

     Note:  The report type you choose to run determines the parameters required to run the report.

  2. In the Ref Period field, enter a reference consolidation period or click to search for one.

    3.  Note:  By default, the Current and Reference Consolidation Periods are assigned by the application to the selected consolidation periods on top of the page. However, you can change the Reference Consolidation Period according to your need.

  3. Data - drop-down list of data types. The data types vary according to the Report type you choose . From this list, choose the kind of data you want to use for the report. Options are:

    • Local Amounts - the local amounts in the local currency of the company.

    • Local Adjustments - the local adjustments in the local currency of the company.

    • Adjusted Bundles - the local adjusted amounts in the local currency of the company.

    • Group Adjusted Bundles - the contribution of the company in the consolidation. The amounts are shown in group currency. When you select this option, you must provide the journal view in the Journal Summation field.

    • Group Adjusted Bundles – Summary - the consolidated data for the entire group.

  4. Company - select a company.

  5. JournalSummation - the journal view to use for generating the report. From the drop-down, choose an option

  6. Contribution by - contribution per Reporting Line, if applicable. This contribution types available to select depend on the previous selections and can be shown by Account, by Company or by Point of View.

  7. Point of View - a dimension setting that controls data displayed in report. Select a point of view.

  8. In the In the File type field, select the output file type. Options include PDF, XLS, and XLSX.

  9. Click to generate the report. After the report is generated, a download link appears below for you to click and view it in the file type selected.